Create a User
System Administrator -> Security -> User
Assign Purchasing and HRMS Responsibility
Create Employee
HRMS Manager-> People-> Enter and Maintain ->New
Click Assignment Button to Assign Job and Position
Assign Job and Position
Assign Employee to User
Go to System Administrator -> Security - > User
If Employee is not a buyer, We will get a pop-up as below
Press “Add Buyer” Button to make an employee a buyer
Go to Purchasing->Setup->Personnel-> Buyer
To remove an employee as buyer Query the employee name and End Date it
Now Create a Purchase Order Purchasing- > Purchase Orders -> Purchase Orders
Enter the PO Details
Assigned User’s employee will be defaulted as Buyer
Press “Approve” Button to approve the PO
Document Types in Purchasing
Purchasing-> Setup-> Purchasing-> Document Types
“Owner Can Approve” Option if checked and employee is assigned to a Approval Group which has no limits to approve the PO created then created PO will get approved.
Setup Steps
Uncheck the “Owner Can Approve” box in Document Types under Standard Purchase Order
Purchasing-> Setup-> Purchasing -> Document Types
Assign the Default Hierarchy that needs to be followed in Document Types under Standard Purchase Order
Purchasing-> Setup-> Purchasing-> Document Types
Go to Financial Option and check “Use Approval Hierarchy”
Purchasing-> Setup-> Organization-> Financial Options
Position Hierarchy in HRMS Manager should have a correct assignments as required.
HRMS Manager ->Work Structures ->Position ->Hierarchy
Superiors approval Limit should be good enough to approve the Purchase Order created.
Defining Position Hierarchy
- Purchasing-> Setup-> Purchasing->Document Types
- “Owner Can Approve” Option Uncheck “Default Hierarchy” should be assigned
- “Forward Method” if it should directly go to the next level employee who has the authority to approve the select “Direct” else select “Hierarchy”
Purchasing-> Setup-> Organization-> Financial Options
“Use Approval Hierarchy” box should be checked
