Requisition Approval workflow in oracle apps r12

Requisition Approval workflow in oracle apps r12

In this post, We will be discuss about the Requisition Approval workflow in oracle apps r12. Requisition approval workflow helps to implement approval process for creating new purchase requisition in oracle apps r12. In Requisition Approval workflow in oracle apps r12, Purchase requisition sent to approvers for the approvals and approvers can approve and reject the requisition as per the need. Requisition Approval helps to put the control on the Requisition creation and no requisition can create in oracle apps without approval. Requisition approval hierarchy in oracle helps to put the more clarity in the Requisition creation and fake Requisition can be easily tracked using Requisition approval. Here below is the detail explanation of Requisition Approval workflow in oracle apps r12.

3 Ways to Implement Requisition Approval workflow in oracle apps r12

We can configure the oracle purchase requisition approval hierarchy 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.

 

Important setups for defining Requisition Approval workflow in oracle apps r12

 

·         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 define the Requisition Approval workflow in oracle apps r12

Go to Purchasing Super User Responsibility: -

 

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.

 

 Purchase requisition approval workflow in oracle apps

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

 

Requisition Approval workflow in oracle apps r12