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