Oracle Purchase Order Approval Process. Approval Hierarchy setup in oracle purchasing

Oracle Purchase Order Approval Process. Approval Hierarchy setup in oracle purchasing

 

Oracle application Has provided approval process to approve Purchase Order through oracle purchase order approval process in Oracle applications.

 

 

We can configure the oracle purchase order approval process in three ways.

1.Positions Hierarchy

2.Employee/Supervisor Hierarchy

2.Approval through AME (Approval Management Engine)

Positions Hierarchy: - In the Position Hierarchy Approval Process, we need to create JOB and Positions for the Employees and then Assign these Job and Position to the Employee. This way we configure the Approval Hierarchy Though Positions.

 

Supervisor Hierarchy: - In the Supervisor Hierarchy, Purchase Order approval process moves through Employee supervisor.

 

For Example: - If A Is the employee and this supervisor is B and B supervisor is C . When A will submit the Purchase Order then it move to first B for Approver and after approved from B it move to C for Supervisor. In the same case, If B will submit the purchase Order then It move to C for Approver.

 

AME: - AME full form is Approval Management Engine. It is the more advanced kind of Approval Configuration Tool. In this tool, We can configure the approval, with any conditions. If can put business Conditions there and according to that we can configure the approval process.

In AME, we can use Positions and Supervisor hierarchy together.

 

In This Example We will configure Position based Approval Hierarchy for Purchase Orders.

 

To setup position base hierarchy following are the setup need to be done

 

·         Define Job

·         Define Position

·         Assign Job and position to the employee

·         Define approval group

·         Assign approval group to the position

·         Define Position hierarchy

·         Run Report “Fill Employee Hierarchy”

 

Approval hierarchy setup in oracle purchasing

Go to Purchasing Super User Responsibility: -

PO approval workflow customization in oracle apps

 

Purchasing, vision Corporation> Setup>Personal>Jobs

Here define Jobs as Manager Finance and Executive Finance.

 

 

 

 

Go to Purchasing Super User.

Purchasing, vision corporation>Personal>Positions
Define Positions (Manager Finance and Executive Finance) and assign the Job.

 

 

 

 

 

Navigate to Responsibility
Human Resources, Vision Corporation>People> Enter and Maintain
Create new employees as below First Employee and Last Employee. Also assign positions which are configured above.

 

Created First Employee

 

 

 

Created Second Employee.

 

 

Purchasing, Vision Corporation> Setup>Approvals>Approval Groups

 

Approval limits in oracle purchasing

Here Define approval Group and approval limits.

 

Created Approval Group for First Employee (Manager) unlimited amount

 

 

 

Created Approval Group for Second Employee (Executive) for amount 1000.

 

 

Assign approval Group First Employee to the Position 'Manager Finance'

 

 

Repeat the step above for Second Employee

Assign approval Group Second Employee to the Position 'Executive Finance'

 

 

 

Purchasing Super User, vision Corporation> Setup>Personal>Position Hierarchy
Here set the Position Hierarchy. Manger Finance is in first position having subordinates Executive Finance.

 

 

 

Purchasing, vision Corporation >Setup>Purchasing> Document Type

 

 

 

 

 

Oracle Purchase Order Approval Process. Approval Hierarchy setup in oracle purchasing