6 Replies Latest reply on Mar 20, 2012 9:24 AM by Mahendra

    Position Hierarchy

    user164182
      Hi,

      I have a position with multiple employees attached to that and by default the approval goes the approver based on the alphabetical . Now if want the documents to go to other employees in the position how do I achieve it ?

      Regards
      Vm
        • 1. Re: Position Hierarchy
          Mahendra
          user12205783 wrote:
          Hi,

          I have a position with multiple employees attached to that and by default the approval goes the approver based on the alphabetical . Now if want the documents to go to other employees in the position how do I achieve it ?

          Regards
          Vm
          Can you be more specific..what do you mean by alphabetical here?
          Approval routings are based on the jobs and position you define..

          HTH
          Mahendra
          • 2. Re: Position Hierarchy
            Paarthy-Oracle
            Hope this is answered in the MOS note :FAQ: Document Approval and Routing (Doc ID 210488.1)

            What is the difference between DIRECT and HIERARCHY forwarding methods?

            A: The document forwarding method is selected in the Document Types form:

            Responsibility: Purchasing Super User

            Navigation: Setup -> Purchasing -> Document Types

            The two choices for the document forwarding method are Direct and Hierarchy; both options are always available regardless of whether Position Hierarchies (positions) or Employee-Supervisor Relationships (jobs) are being used.

            A. Direct Forwarding Method : Using this forwarding method, at the time which a document is submitted for approval, validation will occur up the approval chain until an approver is located that has the ability to approve the document in question.

            - If Position Hierarchies are being used, then the validation will occur against positions listed in the position hierarchy specified in the document approval window. Once a position that has approval authority has been located, the system will locate the employee assigned to this position and designate him as the Forward-To. The selection of the employee is based on alphabetical context.

            - If Employee/Supervisor Relationships are being used, then validation will occur against, first, the supervisor's job of the employee submitting the document for approval; then, if that supervisor does not have authority, the system will look to the supervisor's supervisor. The validation process will continue up this employee/supervisor chain until an approver with the proper authority is located.

            B. Hierarchy Forwarding Method Using this forwarding method, validation is not performed to locate the next possible approver with sufficient authority; the documents will simply route to each person in the approval chain. The document, once submitted for approval, will move to either the person assigned to the next position in the position hierarchy if positions are being used, or the employee's supervisor if employee/supervisor relationships are being used.

            The key difference between the two options is that Direct forwarding will move the document to the first person with authority to approve, whereas Hierarchy will simply move the document to the queue of the next employee in the approva
            • 3. Re: Position Hierarchy
              Prakash Kumar
              Hi VM,

              That can be achieved by forwarding the document to the correct person. The person who are getting the notification based on alphabetical order, needs to reassign it to the correct person on the same position.

              Or else you have to customized the workflow, and based on the creator or preparer you need to route the document to the correct people having the same position.

              *@Mahendra,*

              When we follow the position hierarchy, and there are more than one person assigned to a single position, then the document will go to the person whose name comes first in alphabetical order if the document has followed the default path.

              Thanks & Regards
              Prakash Kumar
              • 4. Re: Position Hierarchy
                Mahendra
                Thanks Prakash..

                What if i have a case..in a hierarchy..say

                Clerk A who has a limit of 1000
                Clerk B who has same limit of 1000 (but clerk A is reporting to Clerk B)
                Manager who has limit of 5000

                so hierarchy has been build accordingly and the path is hierarchy..given the fact that can change forward to is unchecked

                what will happen if clerk A has raised a PO for 1500
                will it go clerk B first and will clerk B cannot see approve tab in notification??

                Thanks
                Mahendra

                Edited by: Mahendra on Mar 20, 2012 1:27 PM
                • 5. Re: Position Hierarchy
                  Prakash Kumar
                  Hi Mahendra,

                  The hierarchy based on your case will look like Clerk A>>Clerk B>>Manager (As A reports to B). And if the case mentioned by you is following the hierarchy path, it will first go to Clerk B and Approve button will be visible to him. Once approved by Clerk B, it will automatically be forwarded to Manager, and if Manager approves the document, it will be approved. (Explanation given considering the option of changing forward to is disabled)

                  In case it follows direct path, document directly will go to Manager. Once manager approves it, it will have the Approved status.

                  Thanks & Regards
                  Prakash Kumar
                  • 6. Re: Position Hierarchy
                    Mahendra
                    Excellent prakash...Thanks for taking time and answering my question

                    Thanks
                    Mahendra