1. immanuel aruldoss
  2. Oracle Advanced Procurement
  3. Thursday, 02 July 2015
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i have a scenario of setting up purchase requisition approval level limit to 100,000 per month for purchase manager in oracle EBS,if the purchase requisition approval value exceeds 100,000 in a month the purchase request should go the senior purchase officer....kindly guide me in this reqards
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Hello Immanuel
This can be done in a number of ways - via a position hierarchy setup and employer/relationship setup. I will explain you in summary the steps of position hierarchy but this is something I have demonstrated in detail in my course 'R12i Oracle Purchasing Fundamentals' course.

You need to setup:
1. Jobs and Position in Purchasing or HRMS. See attached screenshot.
2. Position hierarchy within the operating unit you wanted to implement this. While setting up position hierarchy you have to use the positions defined in step1. See attached screenshot.
3. Then assign this position hierarchy in the document type, say for Purchase Requisition. See attached screenshot.
4. The Human Resources zone on the Financial Options form has an option called Use Approval Hierarchies. This option determines which type of hierarchy is used for the approval process. When checked, the Position Hierarchy is used and when unchecked the Employee/Supervisor relationship (i.e. Jobs) is used. So in this case we will check it. See attached screenshot.
5. Then make sure you assign the standard PO Requisition Approval workflow in the PR document type. See attached screenshot.
6. You have to then define the Security Levels and Access Levels.
7. Then define the Approval Groups. Under this you can specify your 100,000 limit for one Approval Group, and create a second one for greater than 100,0000. You may also include an account range here. See attached screenshot.
8. Then assign this approval group to the positions from position hierarchy. See attached screenshot.

Now taking your scenario, if there's a Purchase Requisition (PR) created for 80,000 and then submitted for approval then it will come for approval to a person who has the limit of upto 100,000. On the other hand. if the PR amount exceeds 100K then it will go to the person for whom the Approval Group's position has greater than 100K amount.

I hope it clarifies. But I would recommend if you could take my course. There I have explained in much more detail.

Cheers!
Kabeer
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Kabeer Khan
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Hello Immanuel
I beleive your scenario is supported by standard Oracle EBS functionality in Purchasing module, and is fairly easy to setup using the combination of Approval Groups and Position Hierarchy.

I will shortly provide you more information supported with screenshots.

Regards
Kabeer
Regards
Kabeer Khan
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  1. more than a month ago
  2. Oracle Advanced Procurement
  3. # 1
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Hi Sir,

Awaiting for your response.

Thanks&Regards,
Immanuel.
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  1. more than a month ago
  2. Oracle Advanced Procurement
  3. # 2
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