Oracle Purchasing Approvals setup
Defining Approval Groups
Use the Approval Groups window to
define and update approval groups. Once you have defined an approval group
here, you can then use it to assign approval functions to jobs or positions in
the Approval Assignments window. You cannot delete an approval group that is
used in an active assignment. You can enable or disable the entire approval
group, or you can enter inactive dates for individual approval rules.
N: Setup > Approvals >
Approval Group
To define approval groups:
1.
Navigate to the Approval Groups window by selecting Approval
Groups from the menu.
2.
Enter the Name of the approval group. You can change existing
approval group names, but names must be unique.
3.
Select Enabled to permit the approval group to be assigned to a
position/job in the Approval Assignments window.
4.
Choose one of the following Objects:
Account Range -
(Required) for this option, you enter the accounting flexfields for the Low and
High Values. Include Type rules identify accounts that you want to be included
on the document. Exclude Type rules identify accounts that you do not want on
the document.
If you do not enter a rule for an
account, the default is to exclude the account. If you enter only an Exclude
Type rule, Purchasing does not automatically include everything else.
For example, entering only the
following account includes account 01.000.0451 and excludes all else:
|
Account Range
|
Include
|
01.000.0451
|
01.000.0451
|
Entering only the following
account excludes all accounts:
|
Account Range
|
Exclude
|
01.000.0451
|
01.000.0451
|
Entering only the following two
accounts includes all accounts except 01.000.0451:
|
Account Range
|
Include
|
00.000.0000
|
ZZ.ZZZ.ZZZZ
|
|
Exclude
|
01.000.0451
|
01.000.0451
|
The Inactive Date is optional,
but you must enter an Amount Limit for Include Type rules.
Document Total -
(Required) the document total refers to the monetary limit on an individual
document. For this option, the Type defaults to Include and you can enter only
the Amount Limit (required) and the Inactive Date (optional).
Item Category Range - For
this option, you enter the purchasing category Flexfield for the Low and High
Values. Include Type rules identify manufacturing categories that you want to
be included on the document. Exclude Type rules identify categories that you do
not want on the document. If you do not define a rule for a category, the
default is Include. The Inactive Date is optional, but you must enter an Amount
Limit for Include Type rules.
Item Range - For
this option, you enter the item flex fields for the Low and High Values.
Include Type rules identify items that you want to be included on the document.
Exclude Type rules identify items that you do not want on the document. If you
do not define a rule for an item, the default is Include. The Inactive Date is
optional, but you must enter an Amount Limit for Include Type rules.
Location - The
location refers to the deliver-to location on a requisition as well as the
ship-to location on purchase orders and releases. Include Type rules identify
locations that you want to be included on the document.
Exclude Type rules identify
locations that you do not want on the document. For this option, you enter the
location in the Low Value field. If you do not define a rule for a location,
the default is Include. The Inactive Date is optional, but you must enter an
Amount Limit for Include Type rules.
5.
Select the rule Type: Include or Exclude indicates whether to
allow objects that falls within the selected range.
6.
Enter the Amount Limit. This is the maximum amount that a control
group can authorize for a particular object range. This field is required only
for Include type rules.
7.
Enter the Low Value. This is the lowest flexfield (accounting,
purchasing category, or item) in the range pertinent to this rule. When the
object is Location, enter the location. You cannot enter this field when the
object is Document Total.
8.
Enter the High Value. This is the highest flexfield (accounting,
purchasing category, or item) in the range pertinent to this rule. You cannot
enter this field when the object is Location or Document Total.
9.
Enter the Inactive Date on which Purchasing will no longer use
this rule in formulating the group.
10. Save your
work.
Using Approval Assignments
Use the Assign Approval Groups
window to associate approval groups with a specific job or position and a
document type including: Purchase Requisition, Internal Requisition, Standard
Purchase Order, Planned Purchase Order, Blanket Purchase Agreement, Contract Purchase
Agreement, Scheduled Release, and Blanket Release.
You can associate multiple
approval groups with a single document type/job or position combination.
Whenever you associate two or more approval groups with a single document
type/job or position combination, Purchasing uses the most restrictive rule to
evaluate authorization limits.
Attention: While
individual approval groups do not require an enabling Account Range Include
rule, every document type for each job/position must be associated with at
least one approval group with this characteristic. Otherwise, employees in the
associated job or position will be unable to approve this document type.
If no approval groups are
associated with a particular document type for a given job or position, then
employees assigned to this job or position will be unable to approve documents
of this type.
N: Setup > Approvals >
Approval Assignments
Creating Security Hierarchy
1.
N: File >Switch Responsibility>US HRMS Manager
2.
N: Work Structures > Position > Hierarchy
3.
Save your work and Close
4.
N: Process and Reports -> Submit Process and Reports
Submit the concurrent program Position
Hierarchy Report
Enter the Parameters Position
Structure as ‘Ivas_hierarchy’, Version as ‘1’, Parent
Position as ‘01.MNG DIR’ then click on OK button
5.
Switch to Purchasing responsibility
Submit the concurrent program: Fill
Employee Hierarchy and check the Status as completed normal
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