Approval Route setup

redcherub

Member
Hello All,

We have created an approval route as follows:
Amount Person Responsible
500 1056 James
10000 1072 Simon
50000 1006 Matthew
50000 1132 Peter
250000 1158 Thomas
1000000 1203 John

What we would like to have is the ability for James to raise a PO, and if it is below his limit, it goes straight to "Approved" status.

Has anyone come across this? Is it possible?

Cheers,
Cherub

JDE 9.1, tools 9.1.4
 
For the setup you are suggesting, you should setup the approval routing as:
Amount Person Responsible
0 1056 James
500.01 1072 Simon
1000.01 1006 Matthew
etc.

This is if James enters the purchase order, it will be auto approved from 0 to 500.00. At 500.01, it requires Simon's approval.
 
Actually, I believe this is functioning as designed.

Oracle changed this functionality for stronger internal controls, to address cases where you are an approver in a route and there is a higher level approver. If that is true, and you enter an order, the order goes to the higher level approver to approve. If you are the only approver on the route (or you are the highest level), it is auto-approved. This is to prevent fraud - i.e., someone within a route enters an order to a fraudulent supplier and no one else reviews/approves it.

In your example, orders entered by James will always go to Simon for approval, regardless of dollar amount. However, if James were the only approver or the highest approver, the auto-approve would happen as you describe. Orders entered by a totally different user (not in the route) will be auto-approved unless they are over the $500 threshold for James.
 
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