You are on page 1of 3

Purchasing Hieararchy :

There can be multiple approvers for a single requester.


Approvals based on the positions
Enable the 'Use Approval Hierarchies' in HRMS tab of the Financial Options.

Create Jobs : Job is a generic role in an organization

HRMS > Workstructures > Job > Description


Give the Job code and Job name
Example : MGR , Manager
SMGR , Senior Manager
GMGR , General Manager
'Job Group' field is auto generated by the system.

Create Positions : Position is specific in the organization .


There can be multiple positions for a single job.
Example : Purchasing Manager
Purchasing Senior Manager
Purchasing General Manager

HRMS > Workstructures > Position > Description


Give the Position name and Position Code
Example : PO_MGR , Purchasing manager
Give the Position Type (Shared , encumbrant.....)
Give the Organization : Business group and
Job : MGR , Manager
Give the Hiring Status : Active
Give the Hiring details.
Like wise , Define all the positions in the organization for the created jobs.
Example : PO_SMGR , Purchasing Senior Manager
PO_GMGR , Purchasing General Manager
Sales_MGR , Sales manager
Sales_SMGR , Sales_GMGR......etc

Create Employees :

HRMS > People > Enter and Maintain


Give the last name and other details
Give 'EMPLOYMENT' in the Action field
Click on 'Assignment', and give the 'Position' and the 'Job' field
automatically populates, because we linked the position to a job in the previous
step
(Position creation)

Example : Jaya Krishna , PO_MGR


Laharitha , PO_SMGR
Murali , PO_GMGR

Create Users for the employees :

Sysadmin > Security > User > Define


Create a user and give the 'Person' value as the employees created.
Likewise , create users for all the employees created since the
employees have to access their particular responsibilities

Define Approval Groups :


We give the approval limits here.
Purchasing > setup > Approvals > Approval Groups
Define approval groups for each position in the hierarchy.
example : PO_GMR_APPROVAL_GROUP
Approval Rules : Document total and account range
Likewise , create approval groups for all the defined positions
example : PO_SMGR_APPROVAL_GROUP
PO_GMGR_APPROVAL_GROUP

Define Approval Assignemnts :

Purchasing > setup > Approvals > Approval Assignments


Give the Position name
-----------------------------------------------------------------------------------
-------- PO_MGR

Assign the Document type : Approve Purchase requisitions


Approval group : Approval group that is created for the
particular position in the previous step-------PO_MGR_APPROVAL_GROUP
Likewise, give all the positions and their respective approval groups.

Define Position Hierarchy :

HRMS > Workstructure > Position > Hierarchy


Give the name of the Hierarchy (Purchasing hierarchy)
The 'Position' field is graded out, so query for the position
Example : Query for 'PO_SMGR' , 'Holder' will automatically populate
'Laharitha' as she is assigned to the queried position while defining employees.
Go to the sub-ordinates section and give the level lower
to the queried position , i.e 'PO_MGR'
Save the form.
Likewise , query for 'PO_GMGR' and in the sub-ordinates
section give 'PO_SMGR' and save the form.

After defining the Position Hierarchy , Run 'Fill Employee Hieararchy' request from
Purchasing responsibility.
There can be multiple positions for a Job , all the positions must be unique.
Example : Job is Professor
Positions are Assistant professor
Associate professor
Senior professor

You might also like