5 Replies Latest reply on Dec 17, 2012 4:24 AM by 977502

    Po's are routing even though the approver does not have account range

    977502
      Hi All,

      Currentlry the forward method for document type 'Standard PO' is 'Hierarchy' and we are using Position Hierarchy for approval of PO's. And some PO's are going to the approvers who doesn't have the does not have account range.

      Approval Groups

      Approval Group: Requestor
      - Document Type: Purchase Requisition
      - Document Total: $100
      - Account Range: 01.000.000.00.000 to 01.123.999.99.999

      Approval Group: Buyer
      - Document Type: Purchase Requisition
      - Document Total: $1,000
      - Account Range: 01.000.000.00.000 to 01.456.999.99.999

      Approval Group: Sr Buyer
      - Document Type: Purchase Requisition
      - Document Total: $10,000
      - Account Range: 01.000.000.00.000 to 01.789.999.99.999

      Approval Group: Director
      - Document Type: Purchase Requisition
      - Document Total: $100,000
      - Account Range: 01.000.000.00.000 to 01.999.999.99.999

      Approval Hierarchy
      Requestor => Buyer => Sr Buyer => Director

      Documents

      Doc A:
      - Document Type: Purchase Requisition
      - Document Total: $950
      - Charge Account: 01.800.123.12.123

      Routing: Requestor => Buyer => Sr Buyer => Director.
      Reason: Even though the dollar amount was within the limit of Buyer level & Sr. Buyer level the Charge Account was out of range for the both approval groups. So the Requisition would route to the Director approval group level, because the charge account would now be within the Account Range.

      So the Director is not willing to see these requisitions with small amounts in her worklist. And we dont want to change the forward method to 'Direct' because before the the requisitions comes to the director the buyers & Sr buyers must review the requisitions. We are on 11.5.10.2 and we are not using AME.

      Any suggestions please to avoid the requisitions from going to Directors worklist.

      Thanks in advance,

      Regards,
      Pramod.