CREATING APPROVAL HIERARCHY

1.NAVIGATION:PO SUPER USER > SETUP > ORG > FINANCIAL OPTIONS

1.SELECT THE
HUMAN
RESOURCES TAB

2.ENSURE THE
CHECK BOX
ENABLED
 CREATING APPROVAL HIERARCHY
DEFINE JOB AND POSITIONS KEY FLEX FIELD SETUP
2.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY > SEGMENTS

1.SELECT ORACLE 2.SELECT JOB FLEXFIELD

HUMAN RESOURCES
4.UN CHECK FREEZE
3.ENSURE THE ALLOW
FLEXFIELD DEFINITION
DYNAMIC INSERT IS CHECKED

5.CLICK
ON
SEGMENT
S
 CREATING APPROVAL HIERARCHY
2A.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY >
SEGMENTS

1.ENTER SLNO,NAME
2.SELECT COLUMN FROM LOV
3.CLICK ON VALUE SET
 CREATING APPROVAL HIERARCHY
2B.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY > SEGMENTS

1.ENTER
VS
NAME 2.ENTER
VS SIZE

3.SAVE AND GO TO PREVIOUS SCREEN

 CREATING APPROVAL HIERARCHY
2C.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY > SEGMENTS

1.CLICK OPEN AND ENTER

VALUES AS SHOWN IN NEXT
SCREEN
 CREATING APPROVAL HIERARCHY
2D.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY > SEGMENTS

1.UNCHECK IF IT
IS NOT
MANDATORY
2.MODIFY IF
3.GO TO PREVIOUS SCREEN
NECESSARY
 CREATING APPROVAL HIERARCHY
2E.NAVIGATION:PO SUPER USER > SETUP > FLEX FIELD > KEY > SEGMENTS

2.CLICK
1.CHECK FFD
COMPILE

NOTE:
1.NO NEED TO ADD VALUES
FOR THE VALUE SET
2.Repeat the above steps(2-6) for the
POSITION FLEXFIELD.
 DEFINING JOBS
3.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > JOBS

1.CLICK ON NAME
GO TO NEXT SLIDE
 DEFINING JOBS
3A.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > JOBS

1.ENTER
SUITABLE JOB
NAME
2.ENTER FURTHER
INFORMATIONS
OPTIONALLY

4.ENTER MORE
3.SAVE DETAILED JOB
INFORMATION IN
THE EXTRA
INFORMATION TAB
 DEFINING POSITIONS
4.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > POSITIONS

4.SELECT THE
6.SAVE JOB NAME
DEFINED IN THE
JOB SCREEN
1.CLICK ON TO
THE NAME
FIELD AND
ENTER UNIQUE
NAME

5.SELECT THE
2.SELECT THE STATUS AS VALID
ORG NAME

3.SELECT THE
LOCATION
 DEFINING POSITIONS HIERARCHY
5.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > POSITIONS HIERARCHY

6.SAVE

1.ENTER NAME

2.DEFAULT WILL
BE 1

3.SELECT THE
HIGHEST
POSITION FROM
LOV 6.USE THIS BLUE ARROW
TO SEE THE ABOVE AND
4.SELECT 5.SELECT THE BELOW POSITIONS
POSITION FROM NAME
LOV
 DEFINING DOCUMENT TYPES
6.NAVIGATION:PO SUPER USER > SETUP > PURCHASING >DOCUMENT TYPES

1.SELECT THE
REQUIRED DOCUMENT
TYPE AND DO THE
NECESSARY CHANGES
AS SHOWN IN THE NEXT
SLIDE
 DEFINING DOCUMENTS TYPES
6A.NAVIGATION:PO SUPER USER > SETUP > PURCHASING > DOCUMENT TYPES

3.SAVE

1.SELECT THE
POSITION
HIERARCHY

2.ENABLE THE CHECK

BOXES SUITABLY
 ASSIGNING A JOB AND POSITION TO AN EMPLOYEE
7.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > EMPLOYEES

1.SELECT FROM
THE LOV or USE
FIND BUTTON

2.CLICK MORE &

GO TO NEXT
SCREEN
 ASSIGNING A JOB AND POSITION TO AN EMPLOYEE
7A.NAVIGATION:PO SUPER USER > SETUP > PERSONNEL > EMPLOYEES

1.SELECT THE 2.SELECT THE

ASSIGNMENT JOB FROM LOV
BUTTON

3.SELECT THE
POSITION FROM
LOV

4.SELECT THE
ORG FROM LOV

5.SELECT THE
SET OF BOOKS
FROM LOV
 FILLING THE EMPLOYEE HIERARCHY
8.NAVIGATION:PO SUPER USER > REPORT > RUN > FILL EMPLOYEE HIERARCHY > SUBMIT

 THIS REPORT MUST BE RUN BEFORE

REFERENCE
 DEFINING APPROVAL GROUPS
9.NAVIGATION:PO SUPER USER > SETUP > APPROVAL > APPROVAL GROUPS

1.ENTER NAME 2.CHECK

AND ENABLED
DESCRIPTION

5.ENTER AMOUNT LIMIT AS 9999999999999

3.SELECT THE 6.ENTER ALL LOW

4.SELECT THE VALUE AS ZERO
OBJECTS AS INCLUDE
ABOVE FROM LOV AND ALL HIGH VALUE
AS ZZZZZZ FOR
ACCOUNT RANGE
 DEFINING APPROVAL ASSIGNMENTS
10.NAVIGATION:PO SUPER USER >SETUP > APPROVAL > APPROVALASSIGNMENTS

1.SELECT POSITION 3.SELECT ORG

2.SELECT JOB

4.SELECT
a) DOCUMENT TYPES
&
b) APPROVAL GROUPS
5.SAVE