Defining Setups for Procure to Pay Cycle
1.) Define Financial Options: It is used to determine GL
Accounts setups for suppliers, supplier purchasing option, Hierarchies,
Hierarchy types.
In order to define it, switch to Purchasing Responsibility
& Navigate to Setup > Organization > Financial Options à
Click on New
Now run “Replicate
Seed Data” Concurrent Program from Sys Admin Responsibility for all
Operating Units individually. It will generate document categories.
Once the concurrent program completes Navigate to Purchasing
Responsibility > Setup > Organization > Receiving Options à
we have already defined it while defining Inventory Organization. Check if
still any mandatory field is missing, If not then we are good to go ahead.
Navigate to Setup > Organizations > Purchasing Options
Give Expense AP Accrual Account
Give document numbering as shown below
Define Position Hierarchy
Switch to HRMS Responsibility & navigate to Work
Structure > Job > Description à Click on New
Give details as shown below
& save the record
Next is to define positions. Navigate to Work Structure >
Position > Description à Click on New
Save the record & similarly create other positions
Define Hierarchies
Navigate to Work Structure > Position > Hierarchy
Give details as shown below
Save the form & click on Down Arrow & give details
as shown below
Note that in a position Hierarchy, Top position can never be
changed, if you want to change the top position then you have to create a new
hierarchy all together.
Define Employees
Next is to define employees & assign HR organizations,
job & positions to them
Navigate to People > Enter and Maintain à
Click on New
Give details as shown below
Click on Assignment
Give details as shown below
& save the record
Similarly create other records
Now navigate to Purchasing responsibility & run “Fill Employee Hierarchy Report”
Once completed, the position Hierarchy is ready
to be used
this is good for the basic understanding
ReplyDeletegood article , appreciate your effort.
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ReplyDeleteGood Article for better understanding
ReplyDeleteVery Good Article
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