7 Replies Latest reply on Apr 5, 2015 9:49 PM by Akash Panda

    PO Approval Limit Setup

    Akash Panda

      Hi Guys,

       

      Can anyone help me understand where do we set the Approval Limit Amount for a specific position in the Position Approval Hirearchy.

       

      Thanks,

      Akash

        • 1. Re: PO Approval Limit Setup
          Mohammed Ahmad

          Hello,

          I think this question should be directed to Procurement - EBS (MOSC)

           

          In short,

          • Define Approval Groups (Purchasing Responsibility -> Setup -> Approvals -> Approval Groups). For each approval group assign at least one Document Total and one Account Range
          • Assign Approval Groups to positions (Purchasing Responsibility -> Setup -> Approvals -> Approval Assignments). Assignment is at document level.

           

          Now let me know what you are looking for exactly,

          Regards

          • 2. Re: PO Approval Limit Setup
            Akash Panda

            Hi Ahmad,

             

            I am looking for the Approval Limit for a Person holding any position.

            If a PO Of 1000$ goes to one Approval Group which is having 3 Positions(1,2,3),where i can i see the Approval Limit of Position 1,2 and 3.

             

            Thanks,

            Akash

            1 person found this helpful
            • 3. Re: PO Approval Limit Setup
              Sanjay Desai EBS

              Hi Akash,

               

              In Approval Group screen,   'Amount Limit'  for object 'Document Total' is stands for PO Approval Limit.

               

              If you set the Amount Limit = 1000 for Document Total and then assign the same approval group to Position 1,2,3  then 1000 will became the Approval limit for position 1,2,3.

              • 4. Re: PO Approval Limit Setup
                Elhoussini.Fawzy-Oracle

                Search Results:

                 

                -----------

                Please consider the previous updates from Mohammad and Sanjay (consider [the Approval Groups --you can assign at least one Document Total and the amount limit]  and [Approval Assignments where you can define position, Document type and approval group])..as in the previous search results.

                • 5. Re: PO Approval Limit Setup
                  Akash Panda

                  Hi Sanjay,

                   

                  Thanks for the clarification.Could you please go through the below approach and confirm if i am correct.

                  If i have PO of Amount Limit = 1000 and i want to get it approved by routing it through 3 Positions(Inventory Manager,Account Manager,CFO)

                  So after creating Job,Position and Position Hierarchy

                  I need to create 3 Approval Group: (Approval Group Form)

                  Inventory Manager Group : Document Total = 100

                  Account Manager Group : Document Total = 500

                  CFO Group : Document Total = 1000


                  Then i need to associate the Document Type(Standard Purchase Order) to all the 3 groups under respective positions. (Assignment Approval From)

                  Position : Inventory Manager

                  Document Type : Standard Purchase Order Approval Group : Inventory Manager Group

                  Position : Account Manager

                  Document Type : Standard Purchase Order Approval Group :Account Manager Group

                  Position : CFO

                  Document Type : Standard Purchase Order Approval Group : CFO Group

                   

                  Thanks in advance.


                  Thanks,

                  Akash

                   

                  • 6. Re: PO Approval Limit Setup
                    Sanjay Desai EBS

                    Yes, you are going in right direction.

                     

                    As per your setup, the PO approval limit of Inventory Manager, A/c Manager & CFO will be Rs. 100, 500 & 1000 respectively.

                     

                    But, after creating the Position Hierarchy, you must have to run the 'Fill Employee Hierarchy' Concurrent program to take the position hierarchy in effect.

                    • 7. Re: PO Approval Limit Setup
                      Akash Panda

                      Thanks a lot Sanjay...It's really helpful.