18787799 position hierarchy r12

8/10/2019 18787799 Position Hierarchy R12

1/22

ORACLE PURCHASING

There are two types of Hierarchies used for approval routing.a. Position Hierarchiesb. Supervisor Hierarchies

Position Hierarchies

========================

Position Hierarchies are hierarchies that have a JOB/POSITION relationship.

For example, you could have a JOB called BUYER and within BUYER you could have variousgrades or POSITIONS of BUYERJunior, Senior and Chief

Each POSITION has an approval limit, so when a purchase order exceeds the limits of the

POSITION, the purchase order is forwarded onto the next POSITION in the Hierarchy.

The hierarchy for this JOB/POSITION type of hierarchy is defined on the Position Hierarchyform. When this is complete or is changed, the Fill Employee Hierarchy concurrent process must

be run for the new hierarchy to come into effect.

The Position Hierarchy form can be found at PO NavigatorSetupPersonnelPosition

Hierarchy

Supervisor Hierarchies

==========================

Supervisor Hierarchies are hierarchies that have an Employee/Supervisor relationship

The supervisor of an employee is defined on the Assignment zone of the Employee form

This type of hierarchy does not use the Position Hierarchy form, but is defined by the employee /

supervisor relationship

If the purchase order raised by the employee exceeds the approval limits, the purchase order isforwarded onto the employees supervisor, as defined on the Employee form

Setup of Approval Hierarchies Position


2/22

For Approval of Purchase Order Documents we can set Hierarchies.There are 2 types of Hierarchies which are mainly used1.Employee-Supervisor Hierarchy2.Position Hierarchy

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

To Set up Position Hierarchy we need to set up the following :

Define Employee Define Job Define Position Assign Job and Position to the Employee Define Approval Groups Assign Approval Groups to Position Define Position Hierarchy Define Buyer Define User Run Report Fill Employee Hierarchy

We will take the below users in our Example

Create Employee

(N)HRMS Responsibility > People > Enter and Maintain

Click (B) New

Create all the four Employees as mentioned above.

Jane_Pr

President

Doe_VP

Vice President

Smith_Dir

Director

Terry_Clerk

CLERK


3/22


4/22

Define Job

(N) HRMS Responsibility > Work Structures > Job >Description

Click (B) New


5/22

Similarly define 3 more Jobs for Director, VP and President.

Define Position

(N) HRMS Responsibility > Work Structures > Position >Description

Click (B) New


6/22


7/22

Similarly Define 3 more Positions for Director, Vice President and President.

Assign Job and Position to the Employees

Query the Employees Created earlier and Click on

(B)Assignment

Place the Cursor in the Position Field and from the LOV select the appropriate position.


8/22

Define Approval Groups

(N) Purchasing Responsibility > Set up > Approvals > Approval Groups

Give Approval for 100

USD to Document Total


9/22

Assign the Approval Group to respective Positions

Give approval for 1000

USD for Document

Total

Give Approval for 2000

USD to Document Total

Give Approval for 5000 USD

to Document Total


10/22

Similarly Assign the Other Positions to the respective approval Groups.

Define Position Hierarchy


11/22

In the Subordinates region click on Down ArrowObserve that now 0812.VP12 is in the Position block


12/22

Again ,in the subordinates region click on Down Arrow

Verify Use Approval Hierarchy Optionis enabled in the Financial Options .

Observe that now 0812.VP12 is in the Position

Block


13/22

This is where the choice is made. If the box is checked, Hierarchies are used. Otherwise Employee -Supervisor hierarchy will be used

Set the above defined Position Hierarchy as Default Hierarchy fora Document Type.Choose Forward Method as Hierarchy.Here we will choose Standard Purchase Order as the document type


14/22

Run the request Fill Employee Hierarchy


15/22

Define Terry_Clerk as Buyer

(N) Purchasing > Setup > Personnel > Buyers

Click (B) Add Buyer


16/22

Define all the 4 Employees as Users in Oracle Application and Assign Purchasing Responsibility

(N) System Administrator > Security > User >Define

Give a User Name and Attach the Employee in the Person Field


17/22

Create a Purchase Order of 5000 USD

Submit the document for Approval


18/22

Login with Smith_Dir and check the notification for PO approval

(N)Purchasing Responsibility > Notification Summary

Click on Approve Button

Query the Purchase Order from Purchase Order Summary FormFrom Tool Bar Inquire > View Approval through Workflow observe theprogress ofthe Purchase Order.

Observe that as per the Hierarchy, the PO isbeing forwarded to the Director Smith_Dir


19/22

Observe that the PO has been forwarded to Doe_VPwhois next in the line of Approval.

Login into the application with Doe_VP and checkthe PO notification


20/22

Click on Approve Button

Observe that the PO has been forwarded to Jane_Pr whois next in the line of Approval.

Login into the application with Jane_Pr and checkthe PO notification


21/22

Observe the Approval Sequence

Approve the Purchase Order.Query the Purchase Order. Observe the status of the Purchase Order and view Action History.


22/22