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E-Business Suite Approval Hierarchy Document Position Base Approval Hierarchy Setups By Fahad- Ullah 1 | Page Functional Consultant- (SCM)

Position base approval hierarchy (Oracle E-Business Suite)

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E-Business Suite Approval Hierarchy Document

Position Base Approval Hierarchy Setups

By Fahad-Ullah

1 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Log In Application

Navigation: Human Resource, Vision Enterprise >> People >> Enter and Maintain

2 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Create Employees

Employee no 1:

Click: New

3 | Page Functional Consultant- (SCM)

Mr. FahadUllah (President)

Mr. Adnan Ali (Vice President)

Mr. Asad Saad (Director)

Mr. Saad Ullah (General Manager)

Employee no 1

Employee no 2

Employee no 3

Employee no 4

E-Business Suite Approval Hierarchy Document

Click: Save

Employee no 2:

4 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentClick: New

Click: Save

Employee no 3:

5 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentClick: New

Click: Save

Employee no 4:

Click: New6 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Save

I have defined Four Employees i.e. (Saad-ullah, Asad Saad, Adnan Ali, and Fahad-Ullah)

7 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Create JobsJob no: 1

Navigation: Human Resource, Vision Enterprise >> Work Structures >> Job >> Description

Click: New8 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OKClick: SAVE

Job no: 2

9 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: New

Click: OKClick: SAVE

10 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Job no: 3

Click: New

11 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OKClick: SAVE

Job no: 4

12 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: New

13 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OKClick: SAVE

Define Positions

Position no 1

14 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Navigation: Purchasing Super User >> Setup >> Personnel >> Positions

Click:

15 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OK

Click: SAVE

Position no 216 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click:

Click: OK

17 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Position no 3

Click:

18 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OK

Click: SAVE

19 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentPosition no 4

Click:

Click: OK

20 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVE

Define Approval GroupsApproval Group no 1

Navigate to Purchasing Super User >> Setup >> Approvals >> Approval Groups

21 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVE

Approval Group no 2

Approval Group no 322 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVE

Approval Group no 4

Click: SAVE

23 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Assign Approval Groups to Position

Approval Assignments no: 1

Navigate to Purchasing Super User >> Setup >> Approvals >> Approval Assignments 

24 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVE

Approval Assignments no: 2

Click: SAVE25 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentApproval Assignments no: 3

Click: SAVE

Approval Assignments no: 4

26 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVE

Assign Jobs and Position to the Employees27 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Assign Job 1 and Position 1 into Employees 1

Navigate: Purchasing Super User >> Setup >> Personnel >> Employees and HRMS Management >> HRMS Manager >> People >> Enter and Maintain

“Choose HRMS”

Click: Find

28 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Assignment

Click: SAVE

29 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentAssign Job 2 and Position 2 into Employees 2

Click: Assignment

Click: SAVE

Assign Job 3 and Position 3 into Employees 330 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Assignment

Click: SAVE

Assign Job 4 and Position 4 into Employees 4

31 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Assignment

Click: SAVE

Define Position Hierarchy32 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

 Navigate: Purchasing Super User >> Setup >> Personnel >> Position Hierarchy

Click: DownClick: SAVE

33 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: DownClick: SAVE

Click: DownClick: SAVE

34 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Run Submit Request “Fill Empolyee Hierarchy

Navigation: Purchasing, Vision Operation (USA) >> Request

Click: Submit a New Request

35 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OK

Click: Submit

Click: No

36 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Create Users

User No 1

Navigation: System Administrator >> Security >> User >> Define

37 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: SAVEPassword: welcome

User No 2

Click: SAVEPassword: welcome

38 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy DocumentUser No 3

Click: SAVEPassword: welcomeUser No 4

Click: SAVEPassword: welcome

39 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Assign Position Hierarchy on Document Types

Click: OK

40 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Requisition Purchase

Select: Default Hierarchy (FAHADULLAH_PO_HIERARCHY)Click: APPLY

41 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Create Buyers

Navigation: Purchasing, Vision Operations (USA) >> Setup >> Buyers

Click: SAVE

Log In Application42 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Create Purchase Requisition

Click: Approve

43 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: OK

Navigation: Purchasing Super User >> Requisition >> Requisition Summary

44 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Find

45 | Page Functional Consultant- (SCM)

Click: Open

E-Business Suite Approval Hierarchy Document

Log In Application

46 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Approve and Forward

47 | Page Functional Consultant- (SCM)

Click: Open

E-Business Suite Approval Hierarchy Document

Log In Application

48 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Approve and Forward

49 | Page Functional Consultant- (SCM)

Click: Open

E-Business Suite Approval Hierarchy Document

Log In Application

50 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

Click: Approve

Result

51 | Page Functional Consultant- (SCM)

E-Business Suite Approval Hierarchy Document

There are following Steps

1. Create Employees2. Create Jobs3. Define Position4. Define approval groups5. Assign Approval Group into Position6. Assign jobs and Positions into Employees7. Define Position Hierarchy8. Run Submit Request for Fill Employee Hierarchy9. Create Users10. Assign Position hierarchy into document type11. Create Buyer12. Finally Create Requisition

52 | Page Functional Consultant- (SCM)