position base approval hierarchy (oracle e-business suite)
TRANSCRIPT
E-Business Suite Approval Hierarchy Document
Position Base Approval Hierarchy Setups
By Fahad-Ullah
1 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Log In Application
Navigation: Human Resource, Vision Enterprise >> People >> Enter and Maintain
2 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Create Employees
Employee no 1:
Click: New
3 | Page Functional Consultant- (SCM)
Mr. FahadUllah (President)
Mr. Adnan Ali (Vice President)
Mr. Asad Saad (Director)
Mr. Saad Ullah (General Manager)
Employee no 1
Employee no 2
Employee no 3
Employee no 4
E-Business Suite Approval Hierarchy Document
Click: Save
Employee no 2:
4 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentClick: New
Click: Save
Employee no 3:
5 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentClick: New
Click: Save
Employee no 4:
Click: New6 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Save
I have defined Four Employees i.e. (Saad-ullah, Asad Saad, Adnan Ali, and Fahad-Ullah)
7 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Create JobsJob no: 1
Navigation: Human Resource, Vision Enterprise >> Work Structures >> Job >> Description
Click: New8 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OKClick: SAVE
Job no: 2
9 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: New
Click: OKClick: SAVE
10 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Job no: 3
Click: New
11 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OKClick: SAVE
Job no: 4
12 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OKClick: SAVE
Define Positions
Position no 1
14 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Navigation: Purchasing Super User >> Setup >> Personnel >> Positions
Click:
15 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OK
Click: SAVE
Position no 216 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click:
Click: OK
17 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Position no 3
Click:
18 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OK
Click: SAVE
19 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentPosition no 4
Click:
Click: OK
20 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVE
Define Approval GroupsApproval Group no 1
Navigate to Purchasing Super User >> Setup >> Approvals >> Approval Groups
21 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVE
Approval Group no 2
Approval Group no 322 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVE
Approval Group no 4
Click: SAVE
23 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Assign Approval Groups to Position
Approval Assignments no: 1
Navigate to Purchasing Super User >> Setup >> Approvals >> Approval Assignments
24 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVE
Approval Assignments no: 2
Click: SAVE25 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentApproval Assignments no: 3
Click: SAVE
Approval Assignments no: 4
26 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVE
Assign Jobs and Position to the Employees27 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Assign Job 1 and Position 1 into Employees 1
Navigate: Purchasing Super User >> Setup >> Personnel >> Employees and HRMS Management >> HRMS Manager >> People >> Enter and Maintain
“Choose HRMS”
Click: Find
28 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Assignment
Click: SAVE
29 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentAssign Job 2 and Position 2 into Employees 2
Click: Assignment
Click: SAVE
Assign Job 3 and Position 3 into Employees 330 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Assignment
Click: SAVE
Assign Job 4 and Position 4 into Employees 4
31 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Assignment
Click: SAVE
Define Position Hierarchy32 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Navigate: Purchasing Super User >> Setup >> Personnel >> Position Hierarchy
Click: DownClick: SAVE
33 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: DownClick: SAVE
Click: DownClick: SAVE
34 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Run Submit Request “Fill Empolyee Hierarchy
Navigation: Purchasing, Vision Operation (USA) >> Request
Click: Submit a New Request
35 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OK
Click: Submit
Click: No
36 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Create Users
User No 1
Navigation: System Administrator >> Security >> User >> Define
37 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: SAVEPassword: welcome
User No 2
Click: SAVEPassword: welcome
38 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy DocumentUser No 3
Click: SAVEPassword: welcomeUser No 4
Click: SAVEPassword: welcome
39 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Assign Position Hierarchy on Document Types
Click: OK
40 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Requisition Purchase
Select: Default Hierarchy (FAHADULLAH_PO_HIERARCHY)Click: APPLY
41 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Create Buyers
Navigation: Purchasing, Vision Operations (USA) >> Setup >> Buyers
Click: SAVE
Log In Application42 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Create Purchase Requisition
Click: Approve
43 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: OK
Navigation: Purchasing Super User >> Requisition >> Requisition Summary
44 | Page Functional Consultant- (SCM)
Click: Open
E-Business Suite Approval Hierarchy Document
Log In Application
46 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Approve and Forward
47 | Page Functional Consultant- (SCM)
Click: Open
E-Business Suite Approval Hierarchy Document
Log In Application
48 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Approve and Forward
49 | Page Functional Consultant- (SCM)
Click: Open
E-Business Suite Approval Hierarchy Document
Log In Application
50 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
Click: Approve
Result
51 | Page Functional Consultant- (SCM)
E-Business Suite Approval Hierarchy Document
There are following Steps
1. Create Employees2. Create Jobs3. Define Position4. Define approval groups5. Assign Approval Group into Position6. Assign jobs and Positions into Employees7. Define Position Hierarchy8. Run Submit Request for Fill Employee Hierarchy9. Create Users10. Assign Position hierarchy into document type11. Create Buyer12. Finally Create Requisition
52 | Page Functional Consultant- (SCM)