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 setup 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.
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.
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.
Here set the Position Hierarchy. Manger Finance is in first position having subordinates Executive Finance.
Purchasing,
vision Corporation >Setup>Purchasing> Document Type
PO
approval setup in oracle apps r12
3 comments:
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.
For parallel approvals, You have to use the AME Tool Options.
Rohit,
Thank you. Do you know how to get to AME setup in EBS? Responsibility? Menu?
THanks.
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