Purchase Order Aprovals

Dear All,

Does anyone using Standard approvals in the purchase order program
P4310? I have a problem with the same, I would like to use the approval
route code as follows

Let's take the example

For Amount 0- 10,000 - Dep. Head will approve

For Amount 10,000 - 40,000- it should go to GM

For Amount Above 40,000 - it should be Board

If I use approval route code for an amount say 15,000 it is going first
to dep. head then to GM , which I don't want, it should be directly to
GM and he can directly approve it.
Secondly each department head has different address book entries and how
do I mention the same in the order activity rules ?

Appreciate someone could help on the same ?


Regards

Benoy

Benoy,

I do not know of a way to bypass the first approver if the amount is over
his limit. The next higher person can approve the order as "first approver"
but it first will go to the first approver in the approval route.

The address book numbers of the approvers are set in program P43008,
approval routes, rather than in the order activity rules.

Since each department head has a different address book number, you will
need an approval route for each department. You can have many approval
routes for the same order type (ex: OP).

An approval route is assigned to the order at order entry.

The documentation for this stuff is in Purchasing manual, Approval
Processing.

Perhaps someone else out there has a more slick way to do this.

Dave Mallory Denver Water OW 7333/Xe SP 17.1 Oracle 8.1722 NT
4.0
(We finally got upgraded to Xe. Only took a year.)

Dave,

How can I have different approval route codes for the same order type OP
? It can only be one isn't it? Could you explain a bit or help me with
some material in detail

Thanks

Benoy

Re: RE: Purchase Order Aprovals

Please refer to ODS-01-0106 in KG. That will give you a good idea on App Pro.

Regards,
Zakeer

Benoy,

The name of the approval route assigned to the order is specified in
processing options tab Approvals, first box. Example: We have an approval
route for orders from the buyers called PO . So in the box on the
Approvals tab for the P4310 version they use is PO . Since you will have
many approval routes, one for each department, you will need to have the
users CHANGE the approval route in the processing options Approval first box
before they key an order. OR, you can use one of the 4 other options
available for that box, shown in the text next to the box. Example: You can
set up approval routes with names equal to the user's branch plant. If your
department is same as (or equivalent to) user's branch plant, that is the
method I would choose.

Dave Mallory

Benoy,

No way to automatically bypass an approval level with the standard approval process. I think you'd need to construct your own workflow process to do that.
For departmental approvals, set up an approval route for each department. Assign the appropriate approval route to each user in Default Location and Printers, P400951. Then in P4310 processing options, set the first processing option on the Approvals tab to 4 (Default Location).