Auditors and PO Approval Limits

We are in process of an internal audit. One of the advance questions is regarding PO/PR approval limits in Oracle. The auditors have requested an Oracle Report detailing the Buyers Approval limits.
I have not found a standard report. Would some one be able to advise a method of pulling this data easily, or on demand based on Auditors and Users requests. I would like the ability to view all levels, specific jobs or persons. But any method would be apprciated. (we use employee/supervisor as approval method)
Is this possible without customizing?
Tom

You can obtain some of the data from using the Tools > Export Data option on the Position Hierarchy screen.
Refer to Metalink note: 280495.1 and Metalink Note: 360105.1.
Hope this helps,
Sandeep Gandhi

Similar Messages

APPROVAL LIMITS IN ORACLE RECEIVABLES

Whilst in the AR Corporate Super User responsibility in Vision Operations, I defined approval limits for a an application user with a currency of GBP and an amount ranging from £5000 to£6000 and then saved it. Later, I then decided that I wanted to change the amounts from lets say £10,000 to £20,000. Whwn I call up the user in the Approval limits window in AR and I try to click in the currency filed I get the following message:
APPS_AR_11290 The approval limit for the user (eg Fred)for the currency GBP already exists. How do I change the amounts
and what reports can I run to see the various users and their approval limits? please advise me

Hi,
For your current requirement please follow the below procedure.
1. Disable the Automatic Transaction Numbering In the Transaction Window.
Navigation: Receivables Manager --> Setup --> Transactions --> Sources.
In the transactions sources window Disable the Automatic Transaction Numbering.
Now we are able to create the transactions with alphabetical numbering.
Regards.
Raju.

SETTING UP APPROVAL LIMITS IN AR IN VISION OPERATIONS

Whilst in the AR Corporate Super User responsibility in Vision Operations, I defined approval limits for a an application user with a currency of GBP and an amount ranging from £5000 to£6000 and then saved it. Later, I then decided that I wanted to change the amounts from lets say £10,000 to £20,000. Whwn I call up the user in the Approval limits window in AR and I try to click in the currency filed I get the following message:
APPS_AR_11290 The approval limit for the user (eg Fred)for the currency GBP already exists. How do I change the amounts
and what reports can I run to see the various users and their approval limits? please advise me

you need to use AR approval limits form for the apropriate organization.
merci,
iguru

Approval Limits Count Query

We have job titles, and job titles have approval limit attached to them.
Approval limits work against document types - so that for example, job title 'Extended Services Strategy Manager::CA:CB:46' might be able to approve:
1. Standard Purchase Orders
2. Purchase Requisitions
3. Internal Requisitions
This is a sample SQL to show how tables are joined:
The following SQL details how the tables are joined
SELECT   pj.NAME
2         , pcf.control_function_name
3         , pcga.control_group_name control_group
4         , pcr.amount_limit
5      FROM po.po_position_controls_all ppca
6         , po.po_control_groups_all pcga
7         , po.po_control_functions pcf
8         , po.po_control_rules pcr
9         , hr.per_jobs pj
10     WHERE ppca.job_id = pj.job_id
11       AND pcga.control_group_id = ppca.control_group_id
12       AND pcf.control_function_id = ppca.control_function_id
13       AND pcr.control_group_id = ppca.control_group_id
14       AND pcr.object_code = 'DOCUMENT_TOTAL'
15       AND pj.NAME IN
16              ('6th Form Admin and Cover Officer::AA:AE:5031'
17             , 'Acc Asst/Auditor:G:KB::')
18 ORDER BY pj.NAME;
NAME                                                               CONTROL_FUNCTION_NAME             CONTROL_GROUP   AMOUNT_LIMIT
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Purchase Requisitions     GG £5000                5000
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Standard Purchase Orders GG £5000                5000
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Purchase Requisitions     GH £5000                5000
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Standard Purchase Orders GH £5000                5000
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Purchase Requisitions     GJ £5000                5000
6th Form Admin and Cover Officer::AA:AE:5031                       Approve Standard Purchase Orders GJ £5000                5000
Acc Asst/Auditor:G:KB::                                            Approve Purchase Requisitions     AC £10000              10000
Acc Asst/Auditor:G:KB::                                            Approve Standard Purchase Orders AC £10000              10000
Acc Asst/Auditor:G:KB::                                            Approve Internal Requisitions     AC £10000              10000
9 rows selected.
SQL>Each of the 'CONTROL_GROUPS', stored in the po.po_control_groups_all table hold the name of a Control Group - e.g. GG £5000.
Each CONTROL_GROUP has a rule attached to it (stored in the po.po_control_rules table).
The rule has an approval value attached to it (abount_limit).
The 'CONTROL_GROUP' is also attached to a control_function_name, which is just a document type. So we can say, for example, that against a job title, a user can approve Standard Purchase Orders, and Purchase Requisitions, for the GG Service Segment, for a value of £5000.
Our policy states that the abount_limit against a job title should always be the same. As you can see above - the amount_limit for the 6th Form Admin and Cover Officer::AA:AE:5031 is only ever set to £5000.
However, there are job titles where the amount_limit value contains 2 or more different values against a job title.
I need a way to identify these job titles, but I cannot work out how to do it.
I could do a count of CONTROL_GROUPS against a job title, but that doesn't help a lot:
SELECT   pj.NAME
2         , COUNT(*) ct
3      FROM po.po_position_controls_all ppca
4         , po.po_control_rules pcr
5         , hr.per_jobs pj
6     WHERE ppca.job_id = pj.job_id
7       AND pcr.control_group_id = ppca.control_group_id
8       AND SYSDATE BETWEEN ppca.start_date AND NVL(ppca.end_date, SYSDATE + 1)
9       AND pcr.object_code = 'DOCUMENT_TOTAL'
10       AND pj.NAME IN
11              ('6th Form Admin and Cover Officer::AA:AE:5031'
12             , 'Acc Asst/Auditor:G:KB::')
13 GROUP BY pj.NAME
14 ORDER BY 2 DESC;
NAME
6th Form Admin and Cover Officer::AA:AE:5031                                              6
Acc Asst/Auditor:G:KB::                                                                   3
SQL>Because I can see now that there are 6 rules attached to the first job title. Ideally, what would be great would be to find a way to modify the Counbt SQL statement above, to include a 3rd column which did a distinct count of how many different 'amount_limits' were also attached to the job title.
That is where I am very stuck.
Any help much appreciated.
Sorry for writing so much. Seems easier to write too much, than not enough. I can provide desc outputs for the tables as well, but haven't done right away, because it'd make this post even longer...

Hi Colin,
thanks for your reply.
Sorry for asking a silly question - I'm not familiar with what DDL and DML are - would that be the same as me doing something like:
desc table_name;
And supplying the table structures of the tables in question?
Just checked on Google, and found:
http://www.orafaq.com/faq/what_are_the_difference_between_ddl_dml_and_dcl_commands
But I'm still not too sure what you would like me to supply...
Sorry.

Credit memo (CM) Approval limits set are not being checked in CM creation

Hi,
Customer: ARROW ELECTRONICS INC
SR: 6502816.993
Customer has set the approval limits for credit memo in Receivables
He has set the approval limit as -500 to 0 for a user X.
Created an invoice for 550 $
Gone to Ireceivables and created a dispute for the complete amount (-550$) of the invoice.
Find that the notification is going to the user X even when the amount is not within the approval limits set.
He is able to approve the notification and it is going to the next level approval.
Once that is done the credit memo is getting created.
Checked the packages involved in this.
ARWCMWFB.pls
Find that there is no checking of the approval limits in the package.
Please help me in knowing on whether this is an intended functionality.
Thanks and regards,
Hareesh

Hareesh
Using HR Hierarchy
1. Define three approvers A, B, C for the same reason code and with different approval limits (as this is credit memo the guy with highest negative amount has is the final approver).
2. A reports to B and B reports to C
3. A is approval limit is from -100 to -500, B can approve from -500 to -1000 and C can approve from -1000 to -1500 (all of them have same reason code and currency code).
4. Make sure all of them are employees.
5. Make sure you **DO NOT** check the flag Primary Approver for any of these approval limits in the approval limits screen.
6. In the employees -- Assignments For A, enter supervisor as B, and For B enter Supervisor as C.
7.No enter an invoice for 1200 and complete it.
8. Request for credit from iReceivables for the same invoice for -1200.
9. Now you can see that the notification will go to B and C for approval.
Using Approval Limits hierarchy:
If you do not want to use the employee setup, they can always, use the primary check box. With the same example as above, check the primary check box for A, B and C.
When you request for credit, first A gets, next B gets it and then C gets it.
If you check for only C which is the final approver, workflow will send only one notification and once C approves it will forward.
Ofcourse, before any of these guys are approving, collector assigned to the customer has to approve.
And after all these approvals one more Role (called Receivable Role which can be anybody according to the WF definition) has to approve before the credit is generated).
Now, I am not sure what the customer wants. Do they want multiple approvals or single approval? If they want multiple they have to use the first approach. If not they can use the second approach.
I did a test case again and these comments are the results of the test. I did this on 11.5.9.
Let me know if you have any questions. Also please refer to the metalink note 284804.1How Does Credit Memo Workflow Notify Multiple Approvers?.
Thanks
Nagamohan

Approval Limits Report

Hi,
I am trying to create a report for giving the approval limits based on the organisation that employees work for however have hit a problem I think possibly with the way the data is set up in our organization but I can't seem to find a way around it. The report needs to display the employee (from per_all_people_f), their job (from per_jobs), their approval limit (from po_control_rules) and the name of the control group (from po_control_groups_all). You need to go through the table 'po_position_controls_all' in order to link per_jobs to po_control_rules and its this table I think which is causing the issue because of a one-many relationship between jobs and control groups.
The below SQL:
select PJ.JOB_ID, PJ.name, PPCA.CONTROL_GROUP_ID, PPCA.ORG_ID, PCR.AMOUNT_LIMIT, PCGA.CONTROL_GROUP_NAME, PCGA.ORG_ID
from APPS.PER_JOBS PJ
inner join APPS.PO_POSITION_CONTROLS_ALL PPCA on PPCA.JOB_ID = PJ.JOB_ID
inner join APPS.PO_CONTROL_RULES PCR on PCR.CONTROL_GROUP_ID = PPCA.CONTROL_GROUP_ID
inner join APPS.PO_CONTROL_GROUPS_ALL PCGA on PCGA.CONTROL_GROUP_ID = PPCA.CONTROL_GROUP_ID
where 1=1
and PJ.name = 'Job A'
and PPCA.CONTROL_FUNCTION_ID = 1
and PCR.OBJECT_CODE = 'DOCUMENT_TOTAL'
and PCGA.ENABLED_FLAG = 'Y'
Gives a result like this: (I have simplified the data and note that there are many jobs and UP TO 3 approval groups per job (as we have 3 organisations but there may be one or 2))
JOB_ID | NAME | CONTROL_GROUP_ID | ORG_ID | AMOUNT_LIMIT | CONTROL_GROUP_NAME | ORG_ID_1
1 | Job A | 11 | 1 | 100 | Approval Level 100 | 1
1 | Job A | 12 | 2 | 200 | Approval Level 200 | 2
1 | Job A | 13 | 3 | 300 | Approval Level 300 | 3
Now I am guessing although haven't looked in to it yet that the way it works in the application when approving a PO it will see which org the PO is for (a column in the PO tables) so cross referencing that with the job id of the approver it will be able to get a single "amount limit" they can approve up to however in the report I don't have this context so if I have some employee data like this:
Employee Name | JOB_ID | Who they approve PO's for (org)
Bob | 1 | 1,2
Paul | 1 | 1
Harry | 1 | 3
Terry | 1 | 2
If i write a query for my report no matter what "org_id" I supply it (for PPCA or PCGA) it will always return all 4 employees, however I want to be able to get back that for org 1 Bob and Paul approve them (with a limit of 100) and for org 2 Bob and Terry approve (with a limit of 200) and for org 3 Harry approves (with a limit of 300)
Edited by: pnj on 15-Nov-2012 07:17

Hi pskumar, thanks for your reply. Unfortunately the orgnaization_id in per_all_assignments_f is populated by the business unit which the 3 different organisations are under. Basically (other than looking at a person's responsbilities which doesnt have an organization_id on either) there doesn't seem to be way of establishing who works for each organization. I've seen some trends, like their address, or their cost centre but it isn't accurate enough.
Thanks

Buyer Approval Limits - r12

Hello
This is on r12.1.3
I have a requirement where, I need to generate listing / report that meet following criteria.
1. Employees who are buyers
2. Buyers with their approval limits
3. Buyers/Employees and their reporting manager
4. Buyers/Employees and their job title.
We do not use RBAC.
Please advise if there is such report or query handy to deliver above output.
Thanks,
Darsh

Hi Darsh,
You may check out the following documents from Metallink:
How To Query Approval Group and Approval Assignment Details For iProcurement And Purchasing Users (Doc ID 382899.1)
How To Query Approval Group and Approval Assignment Details For iProcurement And Purchasing Users (Doc ID 382899.1)
James

PPOMA Approval Limits - Report

Hi All,
Is it possible to report out on approval limits that are assigned to positions within PPOMA
Thanks
Neil

Did you find the answer? because I have the same doubt.
Thanks a lot and best regards, sapera

IExpense Approval limits

Hi ,
We are implementing iExpense for our client which has an employee count of 2300 and they don't have a proper approval limits with appropriate signing limits defined so can any one post me some leading practice implemented by clients which would be feasible by an organization which has an employee count of 2300.

One workaround is to enable AME for iexpenses and then write your custom rule in AME to simply look at the PO approval groups.
Look at
http://apps2fusion.com/at/49-cp/289-iexpense-implementation-steps
The other approach is to write custom code for inserting records into ap_web_signing_limits. I don't think there is an api for this.
Also you have to keep it in sync with the po approval data. It will not be easy because you have to update ap_web_signing_limits every time approval groups are modified, approval assignments are modified, employee positions are changed, employees are end-dated etc.
Hope this helps,
Sandeep Gandhi

Approval limits

Dear all
I neeed to set approval limits for concerened employees and set hierarchies for purchase requistions and Purchase orders in oracle purchasing. how can it be done. Kindly update
Regards
Arifuddin

Hi Colin,
thanks for your reply.
Sorry for asking a silly question - I'm not familiar with what DDL and DML are - would that be the same as me doing something like:
desc table_name;
And supplying the table structures of the tables in question?
Just checked on Google, and found:
http://www.orafaq.com/faq/what_are_the_difference_between_ddl_dml_and_dcl_commands
But I'm still not too sure what you would like me to supply...
Sorry.

Doing a Trace on the ARXADLMT Approval Limits form No Select statement i

Hi I want to see the all the SQL statements executed when I open the AR Approval Limits form(ARXADLMT). So I enabled the TRACE from the Menu(supplying password) , then opened then form and did a Query-> Execute. (The base table for the block is AR_APPROVAL_USER_LIMITS.Then I turned off the trace exited applications and went to the USER_DUMP_DEST directory of the database. From here tkprofed the latest trace file .When I look at the output file I cant see any Select statements at all. At least I should be seeing a select on the base table AR_APPROVAL_USER_LIMITS. Maybe I havent understood this process well enough- what am I doing wrong.Why is the trace not containing the select statement?
Edited by: [email protected] on 13/06/2010 03:18

>
... From here tkprofed the latest trace file ...
>
Pl post details of your OS and EBS versions. The latest trace file may not be the correct one. Pl search the trace files for "AR_APPROVAL_USER_LIMITS" to find the right trace file.
How To Trace From Form, Report, Program And Others In Oracle Applications (Doc ID 130182.1)
https://supporthtml.oracle.com/ep/faces/secure/km/DocumentDisplay.jspx?id=130182.1&h=Y
HTH
Srini

Venture and QS Approval same day

Was just approved for cap1 QS with 10k limit. Around noon(7hrs ago) I applied for and was approved for Venture with 15k limit. Ive had another Venture card that was originally a platinum card opened 5.5 yrs ago. It was the card that everyone hated and never increased but felt fortunate and grateful to get it after I filed bk7 in 06/09. Don't ever post here but felt I should share as others experiences gave me the confidence to go for these. Some background if it helpsbk7 June 09 disch sep 09my original cap 1 has a limit of 8ki have a revolving util of 7% and avail credit of 40K before the combined 25K approvals todayim HOPING I'm one of the lucky ones and both apps used the same 3 pullsif not I'm OK with that. First INQ's or new accts in 8 months only 1 INQ prior to apps today in last yr on all 3income higher than 50, less than 100. Rhymes with schmeventy shmive lolFICO as of today(per this site) so guessing 08? Exp-692 EQ-696 TU-687highest limit before this was 13K on my barc ring card. Next highest was original cap 1(now venture) at 8k then US bank at 7.5 K which was approved in November and was a but of a surprise given how stingy they are to better credit profiles I've seen on here with much lower limits/denials.i know this was a lot but hope it helps someone in a situation similar to mine that might be on the fence.

Naptownravensfan00 wrote:
Yea I'm not sure why US Bank did that for me tbh. It was approved initially for 1k so I called for recon (UW bdoor #) and told them if that was going to be my limit to go ahead and close it. Guess I no longer felt grateful to take "whatever" unsecured limit offered to me. Called 48 hrs later and was told it was increased to 7.5K. Def was surprised by the amount of increase. At time of app I had 5 INQ's on my EQ which is report they used. Oh and income at time was 10K higher than it is now. Haven't received any luv since I opened it 11/14. Used 2-3k first 4 or 5 months now have 2.9K(0% til nov) which is only balance of 8 cards I have that ever reports without a 0. It's the flex perks travel amex btw. Hope this helpsProbably on my recon call I should of told them the same about the 1k limit and closing it, but didn't.. Thanks for the info though as any data points are good data points!

Contract and PO using limits functionality

Hi Experts,
I have a requirement by the business to use the unplanned services for PO. All the PO are refer to contract. All the contract are value contract only. They dont want any quanity or unit price define in the contract. Just the total contract amount only.
Is it possible to create contract without using the service master defining only the limits? If this is possible please tell me the necessary configuration. In my present system service master is mandatory now.
secondly, Is it OK if i create a value contract with the account assignment Unkown and itemcategory blank. So that I need not meantion the service limits or the service master. I will create service PO using the contract and define the limits in PO.
Is it a std process if I process like the way I mentioned.
regards
DP

Closing thread

Workflow Approbation - Accessing and Editing Approve/Reject state

Hello
I'm creating a custom workflow in order to manage mass approbations. I have used the Approval and Multi Approval workflows to make my own one.
This work great except on one point: I can't use the standard approbation/reject buttons of the end user approvals list as i wish. I didn't find out in the workItem of type Approval where is set the accept or reject value.
I have seen in documentation that there are action and confirm attributes in WorkItem List View attribute but i don't see how to use it as i already have a view in use. I am using a custom workflow variable which hold the value of the result. This work except that i have to customize too the End User Approvals List to change this variable.
I guess there is somewhere an easy way to know about the state of an Approval WorkItem but dunno how to access it easily.
If you have got any idea, please tell me!
Grtz,
Adrien

Thanks for your answer.
I agree with you but the problem is that the variable i'm looking for isn't in the WorkItem View (or i just didn't find it out).
I am looking for the location of the variable which indicate to the requestor the result of his approbation request (accepted or rejected) in order to make a custom report form. This way my requestor who make approbation for severals different users at the same time will have a report telling him which request was accepted or rejected.
Hope this make much sense.

"This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint 2010 and Publishing Approval workflow.

I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..

Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth

Auditors and PO Approval Limits

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