Issue in PO Requisition Approval Hierarchy

[dvsprao108]

Hi Folks,

We have Mangers position hierarchy as below.

A. Manager > B. Surperviser > C. GM > D. VP

I defined an approval group for some particular item category only with amount limit of 25,000/- and assigned to the the Manager and for remaining all items Manager has unlimited approval authority.

I prepared a PO Requisition # 01 (from the Manager user login) for Rs.30,000/- for some other item category (not the above restricted item) and just sent it "submit for approval" only. Then it gets approved automatically without any problem.

And I prepared another requisition # 02 for Rs.30,000/- for same item (as PO Requision # 01) from other user login and changed the requester name as the Manager and used option as "forward" to sumbit for approval and selected Forward to name as the Manager only. Now it is not getting auto approve by the Manager. After approve by the Manager, it is going to the Supervise user, then going to GM user and then going to VP user.

Since the Manager has unlimited approval authority for all other items (except the only item restricted as above) why requisition # 02 is not getting autoapproved or final approved by the Manger user only?

Could any expert help me in this issue please?

Thanks in advance.

Prakash

[admin]

Have you defined approval limits? thanks

[dvsprao108]

Hi Admin,

Sorry, I have no idea.

Can you please tell me where shall i do approval limits?

Thanks,
Prakash

[M123]

Set up>Approvals

First define an approval group in that giving a Document Total and Account Range are compusory and attach that to the relevant job or the position.

Regards,
M123

[dvsprao108]

Hi M123,

Yes. I did it.
Actually, I mentioned in my forum also about it.
After define a new approval group and i assigned to the manager user.
then only this issue came out.
please tell me what shall i do now?

thanks,
Prakash

[M123]

Go to Purchasing>Documents and select the PO type you want and check whether the owener can approve is ticked or not.If not tick it and see.

Regards,
M123

[reddyjeet]

yes as Mr M123 Said plz chk that

Regars
Jeet

[dvsprao108]

Hi M123,

Yes. "Owner Can Approve" check box is enabled already for the document type "PURCHASE REQUISITION".

Regards,
Prakash

[ATISHEEL]

define the approval rules as NO LIMIT in the APPROVAL GROUP,Select Object as DOCUMENT TOTAL & ASSIGN THE VALUE AS 99999999999 ,Then in the APPROVAL ASSIGNMENT,assign the created approval rule to the required Position & Then try.

[dvsprao108]

Hi ATISHEEL,

I already done it, but still problem has not been solved.
Can you please advice, if any other workaround?

Thanks,
Prakash

[dvsprao108]

Hi All,

I would like to explain my client requirement with little more detailed for your clear idea.

Our client expected result is as mentioned below for only Purchase Requisition

Assume Employee Position Hierarchy: Clerk > Manager > Superviser > GM

PO Requisition preparer: Clerk
Select "Requester" name as MANAGER
Using "Forward" option to submit for approval.
Selecting "Forward From" as MANAGER
Then system should select automatically "Forward To" as GM for all other items categories OR
Should select as SUPERVISER for only one item category (XYZ) greater than 25, 000 value

I have defined one approval group with XYZ item category with amount limit 25, 000 and rest of all item categories value is 9999999999 (unlimited) and assigned it to the MANAGER user.

Can any expert help me with some workaround?

Thanks,
Prakash