Set ups Purchasing/Inv Org

[anu_uma]

Hi All?

How to setup Purchasing / Inventory Organizations in HR shared install.
adding a new organization, and just ready to start the setup steps for creating a business group or tyying a business group or organizations to your responsibilities.

Can Any one share ur exp ?

[Rekha]

Hi Uma,

1)Create the new HR,GL, responsibility
2) Create a new BG,SOB,LE,OU and Inve orgs
3)Create the remaining responisbilities like PO,AR etc.....
4)attach the profile options like
MO:Operating unit
HR:Business Group
HR:Security profile to all the responsibilities.

now you can start setting up the setups specific to each module..

hope the above steps helps...

Regards
Rekha

[anu_uma]

Hi,
Thanks A lot and I will check it up and let you know.

One more doubt, in Vision instance, other than (Stock Ms.Pat), I am not able to approve the PO with any user names, can u pls suggest ???

I hv changed the Person name to the employee name in the SYSADMIN ---> USER NAME Screen..........

[Rekha]

Hi Uma,

You need to do approval setups to approve a PO or requisition....

1) check whether you are using position heirarchy mehod or employee/supervisor approval method(PO->Financial options->HR tab). If position heirarchy is checked then you are using position heirarchy method...

2)for position hierarchy , attach the position to the employee(take care of the ORG in employee)(HR->EMPLOYEE->ASSIGNMENTS).For employee/supervisor , attcah the job to the employee and the supervisor(in supervisor tab)

i suggest to use employee/supervisor relation since the heirarchy method involves lot of setups...

3)define the approval group specifying the limit and account range
4)assign approval group to job(for employee/supervisor),mention the documents you can approve...

Regards
Rekha

[anu_uma]

Hi Rekha,

I have not defined any Hierarchy as I am not using any approval Hierarchy. I hv given in the Document types as Direct not as Hierarchy.

Suggest what can be the issue. till now i am not able to use any other user than the original user name comes with Vision instance (Stock Ms.Pat)

[Rekha]

Hi Uma,

if you could give me the employee name and the OU in which you are trying to approve POs...i can check it up..but only if you areusing solution beacon.....

there may be many reasons for a PO not getting approved
1)check whether employee is connected to right OU
2)check whether employee is attached to a supervisor
3)check whether employee is attached to a job
4)check whether that job has been assigned to a approval group and that group has an approval limit
5)check the account range in the approvl group and the charge account in PO is within the same...
6)also lastly check whether the same employee is attached to more than one user

also, you can give "DIRECT" (in document types) even in position heirarchy method.. this actually indicates that it doesnt go to person by person but directly to the person who has the limit to approve....

Regards
Rekha

[anu_uma]

Hi Rekha,

I am not using Solution Beacon, Using Vision instance at home.

In the document type, we give buyer can approve, then why shud we define position hierarchy ?

when there is no position hierarchy, the buyer shud be able to approve it na.........

[prakasherp]

Hi Uma,

1. Have u assigned ur user with a position in HR- user - assign tab

2. Assign this position to a approval group in po-approval assignments.

3. Ur po value should be within the approval limit og the group.

4.Before that check whether this user is buyer or not.

5. u will see approved status u do setups above.

prakasherp@yahoo.co.in

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