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
