Oracle Apps : Steps to implement Position Hierarchies

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