Purchasing Approval hierarchy

Position Approval hierarchy

Position Hierarchies are hierarchies that have a position relationship. You must set up both jobs and positions. By position, we mean position that are attached to employees. Purchasing utilizes positions as a roadmap to determine how and where documents will be routed once the approval process
has been initiated. It is first necessary to have created all positions that are going to be used in the system. Once all positions have been created, it is necessary to build the position hierarchy. Each position has approval limits, so when a purchase order exceeds the limits of the position, the purchase order is forwarded onto the next position in the Hierarchy.

Employee/Supervisor approval hierarchy

Employee/Supervisor approval hierarchy uses the employee-supervisor relationships. To implement this form of approval routing, you need only to define jobs. The job will then serve as the tie to the Approval group, and based on the approval limits from the Approval Group, the Document will either be Approved or Forwarded to the Employees’ Supervisor. If no Supervisor is able to be located and the job assigned to the employee does not have Approval Authority, then the Approving employee must enter a Forward-to person, or the Document will be returned to an Incomplete status and a notification will besent to the Approving employee, stating - 'No Approver Found'

Example:- When you enter an employee in HR you will also enter his

supervisor. Now in PO if the employee is a buyer then approver will

be his supervisor.