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  • Purchasing Setups

    Transféré par

    SuneelTej
    9 vues1 page
    1. The document outlines the end-to-end setup steps for purchasing in HRMS, including creating organizations, positions, employees, responsibilities, profiles, books of accounts, document types, approval hierarchies and groups. 2. It describes setting up inventory items, sub-inventories, users and testing the approval workflow by creating a requisition as a clerk and getting it approved by the manager. 3. The full process includes over 20 individual configuration and testing steps to fully establish the purchasing module functionality in HRMS.

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    1. The document outlines the end-to-end setup steps for purchasing in HRMS, including creating organizations, positions, employees, responsibilities, profiles, books of accounts, document types, approval hierarchies and groups. 2. It describes setting up inventory items, sub-inventories, users and testing the approval workflow by creating a requisition as a clerk and getting it approved by the manager. 3. The full process includes over 20 individual configuration and testing steps to fully establish the purchasing module functionality in HRMS.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    9 vues1 page

    Purchasing Setups

    Transféré par

    SuneelTej
    1. The document outlines the end-to-end setup steps for purchasing in HRMS, including creating organizations, positions, employees, responsibilities, profiles, books of accounts, document types, approval hierarchies and groups. 2. It describes setting up inventory items, sub-inventories, users and testing the approval workflow by creating a requisition as a clerk and getting it approved by the manager. 3. The full process includes over 20 individual configuration and testing steps to fully establish the purchasing module functionality in HRMS.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    sur 1

    PURCHASING END TO END SETUP STEPS:

    PURCHASING END TO END SETUP STEPS:

    Attach the Profile HR:user Type = HR with Payroll User 1)Locations in HRMS (US HRMS Mana er =!"or# Structure=$Location) %)&usiness roups in HRMS Assi n the Profiles S'& (reation (reate )n*entory "or# (alen+ar attach to )n*entory or ani,ation )n*entory=$Setup=$'r ani,ations=$(alen+ar=$(reate (alen+ar=$Tool Menu=$-uil+ .)(reate all 'r ani,ation(S'&/L0/'U/)') 1)'r ani,ation hierarchy 2)3o-s 4)Positions 5)Position hierarchy 6)(reate Two 07ployee 1)(ler# %)Mana er Assi n the 7ana er to the (ler#! 8)Su-7it Pro ra7 fro7 SRS "in+ow 9ill 07ployee Hierarchy! 8)(reation of (o7-o Responsi-ility(P'/):;/<L/AP) attach Menus/ attach Re=uest<roup 1>)Attach the Profiles &usines roup Set of &oo#s 'peratin Units Attach the Profile calle+ (M':'peratin Unit for the Responsi-ility) 11)Run the Por ra7 calle+ Replicate See+ ?ata! 1%)<oto Purchasin Assi n the Set of &oo#s! P'=$Setup=$'r ani,ation=$Set of &oo#s=$(hoose

    1.)Purchasin 'ptions 11)Recce*in 'ptions 12)9inancial options 14)9in+ the ?ocu7ents an+ assi n the Appro*al hierarchy ()&M hierarchy) 15)Assi n the Appro*e Hierarchy to the All ?ocu7ents! Purchasin =$Setup=$Purchasin =$?ocu7ent Types! 16)?efine the Appro*al <roup (Setup=$Appro*al=$appro*al <roups) Assi n the Hierarchy to the ?ocu7ent Types! Purchasin =$?ocu7ent Types! 18)Assi n Appro*al roups to the ?ocu7ents! %>))te7 (reation in )n*entory ()n*=$ite7=$7aster )te7s) %1)(reation Su-)n*entory ()n*=$Setup=$'r ani,ations=$Su-in*entories) %%)(reate Users fro7 syte7 a+7inistrator to the 07ployees! )nclu+e the 07ployee na7es in the &uyers List! %.)Lo in with (ler# an+ create Re=uisition if li7it crosse+ then oto 7ana er lo in open the notification su77ary an+ Appro*e!

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