Approval Hierarchy - Cont...

Approval Groups:

An Approval Group is a set of authorization rules comprised of include/exclude and amount limit criteria for the following object Types: Document Total, Account Range, Item Range, Item Category Range, and Location. For each job or position, we ultimately associate these approval groups with document types to implement our authorization rules. To build an approval group, first assign a descriptive name that will make it easy to reference in the Assign Approval Group Window.

Document Total: It is used to define the maximum document amount that approval group can approve. This is not required to enable the approval group.

Account Range: It is used to define the distribution accounting flexfield  ranges and their amount limits that the approval group can approve, and an Include rule is required for at least one approval group associated with each document type in the Assign Approval Group Window

Note: The Amount Limit that you specify for an Account Range Include rule applies to the sum of all accounts included in the range. It does not apply to each individual account within the range.

Item Range: An Item Range Include rule allows you to specify the approval amount limits for an individual items or item ranges, and the Amount Limit you enter applies to the sum of all items within the range. An Item Range rule is not required; approval groups can approve documents for all items by default. Also, an Item Range Include rule does not implicitly exclude items that are not referenced in the rule.

Item Category Range: An Item Category Range Include rule allows you to specify the approval amount limits for an individual item categories or item category ranges, and the Amount Limit you enter applies to the sum of all item categories within the range. An Item Category Range rule is not required;

Location: A Location rule defines the ship-to and deliver-to locations and their amount limits that this approval group can approve. Oracle Purchasing verifies the ship to location for purchase orders and releases, and the deliver to location for requisitions. A Location rule is not required; approval groups can approve documents for all ship to and deliver to locations by default.

Define Approval Groups:

Approval groups are used to determine the approval limits

Navigation: MCR PO > Setup > Approval > Approval Groups.

Define Approval Group mcr ap1 for Rs. 100000.

Define Approval Group mcr ap2 for Rs. 500000.
 
Define Approval Group mcr ap3 for Rs. 1000000.

Note: Here Document Total amount limit will act as Header total and Account Range Amount Limit will act as Line level Total for PO document.

Assign Approval Groups to Position:

Navigation: MCR PO > Setup > Approval > Approval Assignments.
 
Here the Position field is disabled so we cant assign position but we can assign job for employee supervisor hierarchy. To enable position hierarchy we need to enable Use Approval Hierarchy option in Financial Options at Human Resource tab.Navigation: MCR PO > Setup > Organization > Financial Options.

Now we are able to enter Position.

 
Similarly for mcr ag2 and mcr ag3.

 
Run Fill Employee Hierarchy form PO Responsibility

Note: We need to run this program for every Operating Unit.

Navigation: MCR PO > View > Request > Submit a Single Request. 
Run for MCR Cars and Trucks

Define Users or Assign employees to login id:

Navigation: System Administrator > Security > User > Define > Query for 
user CHARAN and add mi ram to user.

Similarly define users for mcr Robert and mcr Raheem.

 
Define Buyer:

Use the Buyers window to define and maintain your buyers. Buyers can review all requisitions using the Requisitions window, and only buyers can use the AutoCreate window to create purchasing documents. You need to perform this setup step once for each Business Group you define. You will only see buyers associated with your operating unit on many lists of values.

Navigation: MCR PO > Setup > Personnel > Buyers > Click on Add Buyer.

Enter the mi ram click on save. Now we will able to open the Purchase Order form.

If we have not done this we will get below error screen shot when open the Purchase Order form.