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PO Position Hierarchy in R12 1 year ago
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Approval Hierarchy in Oracle Apps
Oracle Applications - R12 Approvals Management Engine AM…
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PO Position Hierarchy in R12 - Document Transcript
1. Setup of Approval Hierarchies – Position For Approval of Purchase Order Documents we can set Hierarchies. Rahul Guhathakurta, Management Consultant at N/A, 1 year ago There are 2 types of Hierarchies which are mainly used Tags approval hierarchy 1.Employee-Supervisor Hierarchy 2.Position Hierarchy Here we will see the setting of Position Hierarchy and approval of Purchase Order Using the Same. To Set up Position Hierarchy we need to set up the following : Define Employee Define Job Define Position
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purchasing oracle r12 approval hierarchy
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Here we will choose “Standard Purchase Order” as the document type Run the request “Fill Employee Hierarchy” Define “Terry_Clerk” as Buyer (N) Purchasing > Setup > Personnel > Buyers Click (B) Add Buyer Define all the 4 Employees as Users in Oracle Application and Assign Purchasing Responsibility (N) System Administrator > Security > User >Define Give a User Name and Attach the Employee in the Person Field Create a Purchase Order of 5000 USD Submit the document for Approval Observe that as per the Hierarchy. Define Approval Groups (N) Purchasing Responsibility > Set up > Approvals > Approval Groups Give Approval for 100 USD to Document Total Give approval for 1000 USD for Document Total Give Approval for 2000 USD to Document Total Give Approval for 5000 USD to Document Total Assign the Approval Group to respective Positions Similarly Assign the Other Positions to the respective approval Groups. Observe that the PO has been forwarded to “Doe_VP”who is next in the line of Approval.VP12” is in the PositionBlock Again . Assign Job and Position to the Employees Query the Employees Created earlier and Click on (B)Assignment Place the Cursor in the Position Field and from the LOV select the appropriate position. Choose Forward Method as “Hierarchy”. Hierarchies are used. Login into the application with “Jane_Pr” and check the PO notification Observe the Approval Sequence Approve the Purchase Order.Assign Job and Position to the Employee Define Approval Groups Assign Approval Groups to Position Define Position Hierarchy Define Buyer Define User Run Report “Fill Employee Hierarchy” We will take the below users in our Example Create Employee (N)HRMS Responsibility > People > Enter and Maintain Click (B) New Create all the four Employees as mentioned above. Define Position Hierarchy In the Subordinates region click on Down Arrow Observe that now “0812. Login into the application with “Doe_VP” and check the PO notification Click on “Approve” Button Observe that the PO has been forwarded to “Jane_Pr “who is next in the line of Approval. Vice President and President. Define Position (N) HRMS Responsibility > Work Structures > Position >Description Click (B) New Similarly Define 3 more Positions for Director. Define Job (N) HRMS Responsibility > Work Structures > Job >Description Click (B) New Similarly define 3 more Jobs for Director. Observe the status of the Purchase Order and view Action History. lefttop Search . the PO is being forwarded to the Director “Smith_Dir” Login with “Smith_Dir” and check the notification for PO approval (N)Purchasing Responsibility > Notification Summary Click on “Approve” Button Query the Purchase Order from Purchase Order Summary Form From Tool Bar “Inquire > View Approval through Workflow “observe the progress of the Purchase Order.in the subordinates region click on Down Arrow Verify “Use Approval Hierarchy “Option is enabled in the Financial Options .VP12” is in the Position block Observe that now “0812. VP and President. Query the Purchase Order. This is where the choice is made. Otherwise “EmployeeSupervisor “ hierarchy will be used Set the above defined Position Hierarchy as “Default Hierarchy” for a Document Type. If the box is checked.