7 Replies Latest reply on Feb 16, 2012 10:55 AM by Mahendra

    Query regarding the Position Hierarchy.

    824032
      Client Version:R12.1.3

      We are setting up Position Hierarchy.
      Have a query in the setup.


      We have a position called Clerk--Number of Holders---2

      Clerk --Holder 1 is reporting to Manager 1
      Clerk Holder2 is reporting to Manager 2.


      When we are trying to set the Hierarchy.
      It is taking both the holders in consideration.

      Request to assist.

      Thanks in advance

      Regards
      Srini
        • 1. Re: Query regarding the Position Hierarchy.
          User315731
          Hi Srini,
          Could you pls eloborate more on this?

          Thanks
          -Arif.
          • 2. Re: Query regarding the Position Hierarchy.
            824032
            In Client place there are following positions


            --->Clerk
            -->Purchase division head
            -->Assistant Purchase division head

            Number of holders for clerk are 2


            Both purchase same items and same item categories

            For example

            Srini and Vaas are two clerks

            and

            Mohd and Arif are Assistant purchase division head and Purchase division head.


            Srini reports only to Arif

            Vaas reports only to Mohd.

            In the above scenario how to frame the purchase scenario.

            Thanks in advance

            Srini
            • 3. Re: Query regarding the Position Hierarchy.
              User315731
              HI Srini,
              Since Srini is reporting to Arif and Vass reporting to Mohd.
              Its better to create 2 different Position Hierarchy's.
              whenever the respective clerk creates the document he should specify the hierarchy in the document types.

              Let me know if you are trying to explain in a different manner.
              hope we are not confusing you.


              Thanks
              -Arif.
              • 4. Re: Query regarding the Position Hierarchy.
                824032
                HI,

                Document types prepared by the reporting clerk are of same nature.
                For example both prepare Standard PO's.

                Request you to advice.

                Regards
                Kiran T
                • 5. Re: Query regarding the Position Hierarchy.
                  User338954
                  Hello,
                  @ shrini
                  Reporting means you want that what ever purchase order shrini will draw will go to his reporting manager? right?
                  • 6. Re: Query regarding the Position Hierarchy.
                    917615
                    Dear user13056460,

                    your query is very obvious you have a position type pooled and two employees are assigned to this position where in the hierarchy it shows two holder, if you want my opinion let each clerk have his own unique position as Clerk LA and CLerk DC by this you will not go through the headache of having two hierarchies and if youre having two hierarchies you need also to enable the document type (can change approval path option) the workflow engine by your scenario will get lost because two individuals have the same position so it will go to only one, options youre having
                    1- let the postion with a two holder but enable the users to select approval path and employee while submiting PO's
                    2- give each clerk a unique position name which is easier.

                    Let me know if you have any more inquiries

                    Regards
                    Ammar M. Ghazaleh
                    • 7. Re: Query regarding the Position Hierarchy.
                      Mahendra
                      914612 wrote:
                      Dear user13056460,

                      your query is very obvious you have a position type pooled and two employees are assigned to this position where in the hierarchy it shows two holder, if you want my opinion let each clerk have his own unique position as Clerk LA and CLerk DC by this you will not go through the headache of having two hierarchies and if youre having two hierarchies you need also to enable the document type (can change approval path option) the workflow engine by your scenario will get lost because two individuals have the same position so it will go to only one, options youre having
                      1- let the postion with a two holder but enable the users to select approval path and employee while submiting PO's
                      2- give each clerk a unique position name which is easier.

                      Let me know if you have any more inquiries

                      Regards
                      Ammar M. Ghazaleh
                      Ammar,

                      That is what we have the requirment..
                      I tried changing the existing hierarchy..but it is not working..

                      For 2 clerks here..we created say 100.Purchase Clerk as Job and position as 200.Purchase clerk
                      for the second clerk it has same job as 100.Purchase Clerk as Job and position as 200.Purchase clerk1
                      (we changed a bit)

                      one clerk reports to one manager..and the manager reports to dept head.
                      one clerk reports to dept head..

                      so while in hierarchy dept has total 3 sub ordinates and when we drill down manager has 1 sub ordinates..
                      which makes sense...

                      i created approval groups also...and assignments too..
                      but when the newly created clerk logins and when he forwards documents..he is not seeing the default heiarchy..we have set this up in documents types..

                      and the second old clerk he is seeing this when he is forwading documents for approval..

                      where did i miss the setup?

                      Please Advise

                      Thanks
                      Mahendra

                      Edited by: 843237 on Feb 16, 2012 4:24 PM