Multiple Approval Groups Assigned to a Single Position Results in Questionable Approval Routing / Incomplete No Approver Found Result
(Doc ID 374263.1)
Last updated on SEPTEMBER 17, 2021
Applies to:
Oracle Purchasing - Version 11.5.10 to 12.1.3 [Release 11.5 to 12.1]Information in this document applies to any platform.
FORM:POXSTDCG.FMB - Define Control Groups
FORM:POXSTDPC.FMB - Define Position Controls
Symptoms
Purchase Orders or Requisitions appear to route according to an incorrect hierarchy, regardless of the account range or amount limits defined.
Setup Details:
1) Position hierarchy is used
2) A position is assigned two approval groups for the same document type (ex: Approve Purchase Requisitions or Approve Standard Purchase Orders).
a. Goods Approval Group
Document amount rule: 'Goods <= $10 000 USD
and
b. Expense Approval group
Document amount rule: 'Expense <= $99 999 USD
3) Approval Groups are defined with no overlapping accounts.
a. Goods Approval Group : Limited to a specific Goods account / amount limit of $10,000 USD
Name = 'Goods <=10 000'
Description= Goods Approval Group <=10 000 Account=01-000-1570
Approval Rules
Object Type Amount Limit Low Value High Value
Document Total Include $10 000
Account Range Include $10 000 01.000.1570 01.000.1570 -- Account 01.000.1570 user can approve up to $10,000 USD
b. Expense Approval Group: Excludes the "Goods" specific account range / document total limit of $99,999 USD
Name= 'Expense <= 99 999'
Description= Expense Approval Group
Approval Rules
Object Type Amount Limit Low Value High Value
Document Total Include $99 999
Account Range Include $99 999 02.000.0000 02.ZZZ.ZZZZ -- On account 02.xxx.xxx user can approve up to $99,999 USD
Approval Routing for a Requisition:
For a requisition with
- Charge Account: 01.000.1570
- Document Total: $8.000 USD
-> Document routes correctly with the "Goods Approval Group" Dollar limit
For a requisition with
- Charge Account: 02.000.999
- Document Total: $12.000 USD
-> It is expected Document should route with the "Expense Approval Group" Account Range limit but it is incorrectly routed with the "Goods Approval Group" Dollar limit
Even when a requisition is for expense account that falls in the Expense group, if it is more than $10000 the user cannot approve it and it goes up the hierarchy to his manager.
The system does not find the approval rights:
The Workflow step VERIFY_APPROVER_AUTHORITY / Does Approver Have Authority returns N
If there is no one with sufficient authority to approve the document the Workflow Activity Statuses for the document may show the following process activity and document remains in INCOMPLETE status
Else the document is forwarded to next approver and document remains in IN PROCESS status
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |