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Approval Hierarchy in Oracle Apps in e-Business Suite R12

Presentation · May 2009

DOI: 10.13140/RG.2.2.33868.00648

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 Approval Hierarchy in Oracle Apps
Aravinda Reddy, Associate Consultant – Financials
Mohit Monga, Associate Consultant – Financials
Rahul Guhathakurta, Associate Consultant -SCM

SlideShare Version (c) 2009 Evolutionary Systems Pvt. Ltd ~

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 Position - Approval Hierarchy
• Position Hierarchies are hierarchies that have a position
relationship. By position, we mean position that are
attached to employees.
• Purchasing utilizes positions as a roadmap to determine
how and where documents will be routed once the
approval process has been initiated.
• It is first necessary to have created all positions that are
going to be used in the system.
• Once all positions have been created, it is necessary to
build the position hierarchy.
• Each position has approval limits, so when a purchase order
exceeds the limits of the position, the purchase order is
forwarded onto the next position in the Hierarchy.

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 Position Approval Hierarchy
Set Up Flow
• Define Job
• Define Position
• Position Hierarchies
• Define Employees
• Approval Groups
• Approval Assignments
• Run Request (Fill employee hierarchy)
• Create Responsibilities
• Create users &attaché the above responsibilities
• Create the PO and see the notification summary to
check whether system has sent that PO for the
approval or not
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 Approval Hierarchy Logic

Employe
User ID
e

Position Hierarchy Document Type

Approva Approval
l Assignmen
Group t

Documen
t Amount (c) 2009 Evolutionary Systems Pvt. Ltd ~
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 Case
• We will set up a 3-tier approval hierarchy
which will full-fill the following.
• Purchaser, Department Head & Branch Head
• We create the three tire hierarchy for the Re
1, Rs 30,000 & Rs 100000.
• If a PO is more than Re 1 and within Rs 30001,
the approver will be the Department head.
• If a PO is within the range of Rs 30,001 - Rs
1,00,001, the approver will be the Branch
Head. (c) 2009 Evolutionary Systems Pvt. Ltd ~
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 STEP 1: Define Job

Navigation: Human Resource -> Work Structures -> Job -> Description
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Defining a Job Name : Purchaser

Purchaser will be
responsible for
preparing POs

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 Job: Purchaser(060) Defined
Similar way Define Department Head (070) & Branch Head (080)

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 STEP 2: Define Positions

Navigation: Human Resource -> Work Structures -> Position ->

Description
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Define Position : Purchaser (061)

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 Position: Purchaser
(061)Defined
Similar way Define positions for Department Head
(071) & Branch Head (081)

Linking
the job
to a
particula (c) 2009 Evolutionary Systems Pvt. Ltd ~
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r position
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STEP 3: Define Position
Hierarchy

Navigation: Human Resource -> Work Structures -> Position ->

Hierarchy
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(c) 2009 Evolutionary Systems Pvt. Ltd ~
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Query: Top Most Position
“Branch Head” (081)

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 Press Down
Assign Subordinate “Department Head Tab to
(071)” to “Branch Head (081)” assign
subordinate
to
Department
Head

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Assign Subordinate “Purchaser (061)” to
As NO employee
“Department Head (071)” has been assigned
to this position

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Position Hierarchy Diagrammer

Navigation: Human Resource -> Work

Structures -> Position -> Position
Hierarchy Diagrammer
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STEP 4: Define Employee

Navigation: Human Resource -> People -> Enter &

Maintain
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 Create Employee :
Purchaser
Similarly Create Employee: Department Head &
Branch Head

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Assign Address to Employee
“Purchaser”

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Assign Job and Position to
Employee - Purchaser

Assigning Job and

Position to Employee
– Purchaser

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Assign Job and Position to
Employee – Department
Head

Assigning Job and

Position to Employee
– Department Head

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Assign Job and Position to
Employee – Branch Head

Assigning Job and

Position to Employee
– Branch Head

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 STEP 5: Approval Groups

Navigation: Purchasing -> Set Up -> Approvals -> Approval

Groups
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Define Tier 1 Approval Group

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 LOVs -> we
can restrict a
particular
position by
defining the
approval
rules through
the
mentioned
objects

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Document Amount &
Ranges Assigned
Approval
Authority or
exclude from the
approval of
many ranges

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 STEP 6: Approval Assignment

Navigation: Purchasing -> Set Up -> Approvals -> Approval Assignments

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Select the Document Type
– Approve Standard PO

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Select the Approval Group –
Tier 1

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Select the Approval Group – Tier 2

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Select the Approval Group – Tier 3

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STEP 7: Update Document Type

Navigation: Purchasing -> Control L -> Document %

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 Click on this Tab
to Update PO
Standard

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 Attach Hierarchy

Note: The Default Hierarchy option will only appear on the Document Type form if
the option Use Approval Hierarchies is checked on the Human Resources zone on the
Financial Options screen. The Default Hierarchy field has a LOV. This list is derived
from the hierarchies created (c)
using the Position
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Run Request : Fill Employee
Hierarchy

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 Fill Employee Hierarchy
Phase: Completed Status: Normal

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STEP 8: Define Users

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Create User ~Buyer –
Named Mr. Purchaser

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Attach Buyer – “Purchaser”

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Create PO and
Approve it!

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Check Notifications

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Approval Notification to
Branch Head

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Log in as “Branch Head”

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Check the Notification Summary

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 Thank You!

Aravinda Reddy, Associate Consultant – Financials

aravindar@evosys.co.in
Mohit Monga, Associate Consultant – Financials
mohitm@evosys.co.in
Rahul Guhathakurta, Associate Consultant –SCM
rahulg@evosys.co.in

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