Position Hierarchy in r12

8/19/2019 Position Hierarchy in r12

1/21

Setup of Approval Hierarchies – Position

For Approval of Purchase Order Documents we can set Hierarchies.There are 2 types of Hierarchies which are mainly used1.Employee-Supervisor Hierarchy

2.Position Hierarchy

Here we will see the setting of Position Hierarchy and approval of Purchase Order Using the ame.

To et up PositionHierarchy we need to set up the following !

➢ Define "mployee➢ Define #o$➢ Define Position➢ Assign #o$ and Position to the "mployee➢ Define Approval %roups➢ Assign Approval %roups to Position➢ Define Position Hierarchy➢ Define &uyer ➢ Define User ➢ 'un 'eport (Fill "mployee Hierarchy)

*e will ta+e the $elow users in our ",ample

Create Employee

(N)HRMS Responsibility > People > Enter and Maintain

Click (B) New

-reate all the four "mployees as mentioned a$ove.


2/21


3/21

Define Jo

(N) HRMS Responsibility > Work Structures > ob >!escription

Click (B) New


4/21

imilarly define more #o$s for Director/ 0P and President.


5/21

Define Position

(N) HRMS Responsibility > Work Structures > Position >!escription

Click (B) New


6/21

imilarly Define more Positions for Director/ 0ice President and President.

Assi!n Jo an" Position to the Employees

"uery t#e E$ployees Created earlier and Click on

(B)%ssi&n$ent

Place the -ursor in the Position Field and from the 1O0 select the appropriate position.


7/21

Define Approval #roups

(N) Purc#asin& Responsibility > Set up > %ppro'als > %ppro'al roups


8/21


9/21

Assi!n the Approval #roup to respective Positions

imilarly Assign the Other Positions to the respective approval %roups.


10/21

Define Position Hierarchy

n the u$ordinates region clic+ on Down ArrowO$serve that now (3452.0P52) is in the Position $loc+


11/21

Again /in the su$ordinates region clic+ on Down Arrow


12/21

eri*y +,se %ppro'al Hierarc#y +-ption is enabled in t#e .inancial -ptions /

This is where the choice is made. f the $o, is chec+ed/ Hierarchies are used. Otherwise ("mployee6upervisor ( hierarchy will $e used

et the a$ove defined Position Hierarchy as (Default Hierarchy) for a Document Type.-hoose Forward 7ethod as (Hierarchy).Here we will choose (tandard Purchase Order) as the document type


13/21

$un the re%uest &'ill Employee Hierarchy(


14/21

Define &)erry*Cler+( as ,uyer

(N) Purc#asin& > Setup > Personnel > Buyers

Click (B) %dd Buyer


15/21

Define all the Employees as sers in /racle Application an" Assi!n Purchasin! $esponsiility

(N) Syste$ %d$inistrator > Security > ,ser >!e*ine

i'e a ,ser Na$e and %ttac# t#e E$ployee in t#e Person .ield


16/21

Create a Purchase /r"er of 0 SD

Sub$it t#e docu$ent *or %ppro'al


17/21

1ogin with (mith8Dir) and chec+ the notification for PO approval

(N)Purc#asin& Responsibility > Noti*ication Su$$ary

Clic+ on &Approve( ,utton

9uery the Purchase Order from Purchase Order ummary FormFrom Tool &ar (n:uire ; 0iew Approval through *or+flow (o$serve the progress ofthe Purchase Order.


18/21

O$serve that the PO has $een forwarded to (Doe80P)who is ne,t in the line of Approval.


19/21

1ogin into the application with (Doe80P) and chec+ the PO notification

Clic+ on &Approve( ,utton

O$serve that the PO has $een forwarded to (#ane8Pr (who is ne,t in the line of Approval.

1ogin into the application with (#ane8Pr) and chec+ the PO notification


20/21

/serve the Approval Se%uence

Approve the Purchase Order.9uery the Purchase Order. O$serve the status of the Purchase Order and view Action History.


21/21

Position Hierarchy in r12

Documents

Transcript of Position Hierarchy in r12