Thursday, 2 January 2020

PO approval process in oracle apps r12

PO approval process in oracle apps r12

In this post , We will be discuss about the PO approval process in oracle apps r12. PO approval process helps to configure the po approval chain in oracle.In PO approval process in oracle apps r12, PO sent to approvers for the approvals and approvers can approve and reject the po as per the need. PO approval helps to put the control on the PO creation and no PO can create in oracle apps without approval. PO Approval process helps to put the more clarity in the PO creation and fake PO's can be easily tracked using PO approval. Here below is the detail explanation of PO approval process in oracle apps r12.


3 Ways to configure the PO approval process in oracle apps r12


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”

Step by Step to configure the PO approval process in oracle apps r12


Step1 :- Go to Purchasing Super User Responsibility: -
Purchasing, vision Corporation> Setup>Personal>Jobs

Here define Jobs as Manager Finance and Executive Finance.


PO approval process in oracle apps r12

PO approval setup in oracle apps r12
PO approval process in oracle apps r12

 Go to Purchasing Super User.
Purchasing, vision corporation>Personal>Positions

Define Positions (Manager Finance and Executive Finance) and assign the Job.



PO approval process in oracle apps r12
PO approval process in oracle apps r12
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.
PO approval process in oracle apps r12
Created First Employee
PO approval process in oracle apps r12
PO approval process in oracle apps r12
Created Second Employee.

PO approval process in oracle apps r12


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



PO approval process in oracle apps r12
Created Approval Group for Second Employee (Executive) for amount 1000.
PO approval process in oracle apps r12
Assign approval Group First Employee to the Position 'Manager Finance'
PO approval process in oracle apps r12

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.


PO approval process in oracle apps r12

Purchasing, vision Corporation >Setup>Purchasing> Document Type


PO approval setup in oracle apps r12
PO approval process in oracle apps r12




PO approval setup in oracle apps r12




3 comments:

Anonymous said...

Hi,

Thanks for the interesting post.
How would you do to setup parallel approval for PO: several approvers are defined and "the first approver wins"?

Thanks for your help.

Rohit said...

For parallel approvals, You have to use the AME Tool Options.

Lilian said...

Rohit,

Thank you. Do you know how to get to AME setup in EBS? Responsibility? Menu?

THanks.

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