Defining Approval Hierarchies

Defining Approval Hierarchies

Approval Groups: It is used to determine approval limits for specific objects like document total, accounts range, item range, item category range & location

Navigate to Purchasing responsibility > Setup > Approvals > Approval Groups

Give details as shown below

Similarly create another approval groups

Define Approval Group Assignments

Navigate to Setup > Approvals > Approval Assignments

As soon as we open this form, we see that the Position field is disabled

In order to enable it, Navigate to Setup > Organization > Financial Options > Go to Human Resource Tab & enable Use Approval Hierarchies check box

Now we can see that the Position check box is checked. Give details as shown below

Similarly do it for other two positions

Now assign Position Hierarchy to the document type. Navigate to Setup > Purchasing > Document Types

Click on Update against Purchase Requisition

Give default Hierarchy & click on apply

Next is to assign employee to the login id

Navigate to Sys Admin Responsibility > Security > User > Define. Give details as shown below

Similarly create 2 more users & assign person to them

With this the Position approval hierarchy setup is completed