Setup Approval Route

[Mgroeneveld]

goodmorning list,

I hope you all can help me with the following problem:

We've setup purchase order approval routes with the P43008 in the following way:
approval route 100 =>
5000 employee X (=department manager)
50000 employee Y (financial manager)

approval route 110
50000 employee Y

All department users are linked via the default locations (P400951) to route 100

The department manager is linked to route 110.

For some reasons, all purchase orders have to be approved by the financial manager. In other words, the hierarchy does not work properly.

Any tips and trics on possible setup issues ???

Thanks in advance

 

[vasuvv2300]

The way it has been set up

Orders less than 5000 will not go through the approval process.

If the departmental user enters an order of 7000 , once the department Manager approves, it will be approved and it will not go through Finance Manager.

Only orders above 50000 will go through finance Manager.

Since you require all orders to be approved by the Finance Manage, the set up could be as follows

Have a single approval route and set up only the department Manager for 5000.

Set up one more status code in the order activity rule.


order entry is 220 230
Finance Manager apprval 230 235

Provide this option of moving the status code from 230 to 235 to the finance Manager only.

This way all the orders will go through the FM even if the order is of 1 dollar value.!!!!!

I hope this helps

 

[Mgroeneveld]

Hi,

Thanks for your input. I am afraid though that my issue noted was not
that well understood. Sorry about that. What doesn't work properly is
that an order with an amount < 5000 needs to be approved by the Finance
manager DESPITE the setup that ONLY amounts >5000 need to be approved by
the department manager, and > 50000 by the FM. Orders < 5000 do not need
to be approved at all.

But I will check your recommendations. Maybe, we could change the flow a
bit.

Kind regards,

Martijn Groeneveld
Deloitte & Touche
Enterprise Systems Implementation

* Cellphone +31 6 2127 2243
* E-mail [email protected]

 

[vasuvv2300]

If that is the case then why have the approval route of 110. Let the department Manager use the approval route 100. When he keys in an order which is less than 50,000 it will get automatically approved. I think you are having this problem because of route 110.

 

[Mgroeneveld]

it looks as if a bug exists when the approval route is defined on
default locations (P400951). If you're using this functionality, the
buyer field in the P4310 triggers the approval route !!!! When you're
using the originator's address instead, everything works as expected
(approval route is triggered by user id). We changed the setup to the
last one.

Kind regards,

Martijn Groeneveld
Deloitte & Touche
Enterprise Systems Implementation

* Cellphone +31 6 2127 2243
* E-mail [email protected]