2. 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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3. 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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4. 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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5. 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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6. STEP 1: Define Job
Navigation: Human Resource -> Work Structures -> Job -> Description
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7. Defining a Job Name : Purchaser
Purchaser will be
responsible for
preparing POs
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8. Job: Purchaser(060) Defined
Similar way Define Department Head (070) & Branch Head (080)
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9. STEP 2: Define Positions
Navigation: Human Resource -> Work Structures -> Position ->
Description
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10. Define Position : Purchaser (061)
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11. 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
13. STEP 3: Define Position
Hierarchy
Navigation: Human Resource -> Work Structures -> Position ->
Hierarchy
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15. Query: Top Most Position
“Branch Head” (081)
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16. Press Down
Assign Subordinate “Department Head Tab to
(071)” to “Branch Head (081)” assign
subordinate
to
Department
Head
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17. Assign Subordinate “Purchaser (061)” to
As NO employee
“Department Head (071)” has been assigned
to this position
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18. Position Hierarchy Diagrammer
Navigation: Human Resource -> Work
Structures -> Position -> Position
Hierarchy Diagrammer
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19. STEP 4: Define Employee
Navigation: Human Resource -> People -> Enter &
Maintain
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20. Create Employee :
Purchaser
Similarly Create Employee: Department Head &
Branch Head
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21. Assign Address to Employee
“Purchaser”
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22. Assign Job and Position to
Employee - Purchaser
Assigning Job and
Position to Employee
– Purchaser
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23. Assign Job and Position to
Employee – Department
Head
Assigning Job and
Position to Employee
– Department Head
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24. Assign Job and Position to
Employee – Branch Head
Assigning Job and
Position to Employee
– Branch Head
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25. STEP 5: Approval Groups
Navigation: Purchasing -> Set Up -> Approvals -> Approval
Groups
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26. Define Tier 1 Approval Group
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27. LOVs -> we
can restrict a
particular
position by
defining the
approval
rules through
the
mentioned
objects
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28. Document Amount &
Ranges Assigned
Approval
Authority or
exclude from the
approval of
many ranges
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29. STEP 6: Approval Assignment
Navigation: Purchasing -> Set Up -> Approvals -> Approval Assignments
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30. Select the Document Type
– Approve Standard PO
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31. Select the Approval Group –
Tier 1
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32. Select the Approval Group – Tier 2
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33. Select the Approval Group – Tier 3
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34. STEP 7: Update Document Type
Navigation: Purchasing -> Control L -> Document %
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35. Click on this Tab
to Update PO
Standard
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36. 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) 2009 Evolutionary Systems Pvt. Ltd ~ form
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37. Run Request : Fill Employee
Hierarchy
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