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PO Approval Hierarchy

The document describes how to set up a position-based approval hierarchy for purchase orders in an ERP system. Key steps include: defining employees, jobs, positions and approval groups; assigning these to build the hierarchy; setting the position hierarchy and financial options to use it; and defining buyers and users associated with the positions. Running the "Fill Employee Hierarchy" request populates the hierarchy in the system.

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adnanahmar
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91 views18 pages

PO Approval Hierarchy

The document describes how to set up a position-based approval hierarchy for purchase orders in an ERP system. Key steps include: defining employees, jobs, positions and approval groups; assigning these to build the hierarchy; setting the position hierarchy and financial options to use it; and defining buyers and users associated with the positions. Running the "Fill Employee Hierarchy" request populates the hierarchy in the system.

Uploaded by

adnanahmar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Set up of Approval Hierarchy

For approval of PO document we can set hierarchies.


There are 2 types of Hierarchies which are mainly used:
1. Employee-Supervisor Hierarchy.
2. Position Hierarchy

Here I am going to setting of Position Hierarchy & Approval of Purchase Order using the same type.

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

 Define Employee
 Define Job
 Define Position
 Assign Job & Position to the Employee
 Define approver groups
 Assign approver groups to position
 Define position hierarchy
 Define Buyer
 Define User
 Run Report “Fill Employee Hierarchy”

I’ll take the examples of below user:

ALI.IACS

KHAN.IACS

ADNAN.IACS

IMRAN.HAQ

Define Employee
HRMS Responsibility  People  Enter and Maintain  Click New (B)

Employee Name: ALI IACS


Employee Name: KHAN IACS
Employee Name: ADNAN.IACS
Employee Name: IMRAN HAQ

Define Job
HRMS Responsibility  Work Structure  Job  Description  Click New (B)
Job 1:

Job 2:

Job 3:
Job 4:

Define Position
HRMS Responsibility  Work Structure  Position  Description  Click New (B)

Position 1:
Position 2:

Position 3:

Position 4:
Assign Job & Position to the employees
Query the employees earlier & click on Assignment (B)

Employee: ALI IACS


Employee: KHAN IACS

Employee: ADNAN IACS


Employee: IMRAN.HAQ

Define Approval Groups


Purchasing  Set-up  Approvals  Approval Groups
Now assign the approval groups to respective positions

Purchasing  Set-up  Approvals  Approval Assignments

Manager:

Senior Manager:
Director:

CEO:
Define Position Hierarchy
Purchasing  Set-up  Personnel Position Hierarchy
Now verify “Use Approval Hierarchy” option is enabled in Financial Options.
Purchasing  Set-up  Organizations Financial Options

If box is checked, hierarchies are followed. Otherwise “Employee supervisor” hierarchy will be used.

Define Buyer
Purchasing  Set-up  Personnel Buyers  Click Add Buyer (B)

Buyer: ALI IACS


Define remaining three (KHAN IACS, ADNAN IACS, IMRAN HAQ) employees as buyer.

Define User
System Administrator  Security  User  Define

Give user name & attach the Employee in the person field.

User: ALI IACS

Define remaining three employees (KHAN IACS, ADNAN IACS, IMRAN HAQ) as user & attach employee in
person field.
Run Request
Run request “Fill Employee Hierarchy”

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