(urgent) Position Hierarchy and PO approval...

Hi,
We have re-engineered the current Position and Job Flexfield set-up, basically an additional segment in the Position FF and hiding a segment in Job FF. Adn the employee will be assigned to a one level high in the organization. So basically, employee will be assigned to a new org as well.
Due to the changes, all employees will be moved to a new position. Now since client is utilizing the Position Hierarchy, I would like to know if we
need to approved all the outstanding PO that requires approval, before moving the employees to the new assignment?
If we dont do that, will there be any implications or will it cause any problems moving forward.
Another question is, is it necessary to approved all the PO before changing all the employee assignment???
Your response will be greatly appreciated.
Thanks..

PO Approval workflow is highly sensitive to changes while workflows are in progress. Remember workflow is versioned, so if you make changes to the workflow itself, then in progress workflows will still execute using the workflow definition at the time it started. Changing the user name is one no-no while that user has a PO Approval related to them in progress.
However saying that, its tough to answer your question without knowing more detail of the changes. If the original approval related data structures remain in place and you haven't changed the workflow definition, then the in process workflows may be okay to complete assuming the new positions the employees are moved to still allow the "Find Approver" function to execute correctly... not sure about the organization part...
As always, try it out in your test environment!
Regards,
Gareth

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Differences between Position Hierarchy and Supervisory Hierarchy

Hi All,
Can somebody tell me the pros and cons of using Position Hierarchy and Supervisory Hierrarchy .
Regards,

If you use the Position hierarchy then you will have to go through the process of defining all of the positions / posts in your organisation and specifying all reporting lines in your organisation from top to bottom. You will then have the overhead of maintaining your positions and position hierarchy and keeping them in line with the business on a day to day basis.
If your organisation is fairly fluid, e.g. a project based organisation or an expanding organisation, these can be very significant overheads. Business re-organisation will create a large workload in creating new positions and migrating employees to them.
If you are in a fairly static organisation e.g. public sector then it may well be that the position structure is well documented and changes infrequently. In this case use of positions and position hierarchies is a simple data entry task and adds significant value.
The supervisor hierarchy is more flexible. It is simply a field held against the person record. However, there is very little validation on it so the you have to put manual processes in place to make sure the data is valid e.g. leavers are replaced and that no loops are created.
I would recommend NOT using positions unless yours is a public sector implementation.
Regards,
Andrew

Position Hierarchy Vs Organization Hierarchy

Hi
Our organization is position driven organization. I want to know what are the main advantages and disadvantages for Position Hierarchy and Organization Hierarchy.
Because on top the hierarchies we will create security profiles.
Can I have any document where I can find the comparison between both of these hierarchies.
Thanks
Gaurav

No, the supervisor hierarchy is constructed simply by specifying supervisors on assignments.
Added complexity can be added to the supervisor hierarchy in a multi assignment environment; you can then specify a 'supevisory assignment' as well but that is rare.
It sounds like you will be invariable be drawn into using Positions. Having a 1-1 relationship between positions and employees is not unusual but be warned it can be extremely time consuming to maintain. I have been to organizations where position maintenance is virtually a full time job for a member of staff.
If you are using Appraisals, definitely make use of the supervisor hierarchy, it is hard enough to implement correctly as it is without making it harder and trying to use the position hierarchy.
You should be able to use the supervisor hierarchy for the OTL and iRec approval processes too but I'm happy to defer to other experts on the forum for those.

How to use position hierarchy for approval in custom workflow ?

Dear All,
I have created a custom workflow which fires when ever a new supplier site is created.
Now I want to add approval hierarchy in this flow. For that I want to use Position Hierarchy.
I have not find useful resources for doing that. Can you please help me?
Regards,
Rubayat

Hi;
Please review:
How to Create a New Position Hierarchy [ID 437489.1]
Adding Positions to a Hierarchy from Another Business Group [ID 356127.1]
How To Determine Position Controlled Organizations In The Hierarchy? [ID 549628.1]
How Does One Create and/or Update Position and Position Hierarchy in HR Using an API? [ID 736443.1]
Using AME, How To Create Approval Routing To a Certain Position In HR Position Hierarchy [ID 1501433.1]
Regard
Helios

Oracle Loans approval through AME or Position Hierarchy?

Can we use AME for Oracle loans? Or if we use Position Hierarchy, from where I can define approval limits?
Do anyone has an Oracle Loans student guide?

Please reply....

Leave approval through Position Hierarchy

Hi All,
I have requirement regarding Leave approval which I want to perform through position hierarchy despite of immediate supervisor, can any body tell me the step where I can perform this through AME?
Regards,

You don't have to use the supervisor hierarchy. By using an AME rule, you can return the approver list using a wide range of logic. You can make use of the position hieracrhy, or you could choose to have an approver group based on some other logic. You will need to make sure that your transaction type (self service HR) has access to the appropriate action type (e.g. position hierarchy) to do this.
Regards
Tim

Query for Position Hierarchy

Hi friends,
I need urgent help. I have tried that Position Hierarchy query. If i give Bottom position id and Top position id , it should display that particular root only.
This is my query.
SELECT posname, subordinate_position_id, parent_position_id
FROM (
SELECT SYS_CONNECT_BY_PATH (pse.subordinate_position_id, '/') posname,
pse.subordinate_position_id, parent_position_id
FROM (SELECT NAME, position_id
FROM hr_all_positions_f_tl
WHERE LANGUAGE = USERENV ('LANG')) hap,
(SELECT NAME, position_id
FROM hr_all_positions_f_tl
WHERE LANGUAGE = USERENV ('LANG')) has,
per_pos_structure_elements pse
WHERE pse.business_group_id = 0
AND hap.position_id = pse.parent_position_id
AND has.position_id = pse.subordinate_position_id
START WITH pse.parent_position_id = 63--:parent_posid
CONNECT BY PRIOR pse.subordinate_position_id = pse.parent_position_id
AND PRIOR pse.pos_structure_version_id = pse.pos_structure_version_id
WHERE subordinate_position_id = 362--:subposid
Output coming like this :
Posname SUBORDINATE_POSITION_ID PARENT_POSITION_ID
/81/55/161/135/188/141/101/362 *362 101*
It returns one row only
i need Like this
subordinate positiond_id Parent_position_id
362 101
101 141
141 188
188 135
135 161
161 55
55 81
81 63.
How to achieve this.. Please help.
Thanks in advance.
Kavi

Try this
SELECT null posname, subordinate_position_id, parent_position_id, level_num
FROM (
SELECT distinct
--SYS_CONNECT_BY_PATH (pse.subordinate_position_id, '/') posname, --uncomment this line if necessary
level level_num,
pse.subordinate_position_id, parent_position_id
FROM (SELECT NAME, position_id
FROM hr_all_positions_f_tl
WHERE LANGUAGE = USERENV ('LANG')) hap,
(SELECT NAME, position_id
FROM hr_all_positions_f_tl
WHERE LANGUAGE = USERENV ('LANG')) has,
per_pos_structure_elements pse
WHERE pse.business_group_id = 0
AND hap.position_id = pse.parent_position_id
AND has.position_id = pse.subordinate_position_id
START WITH pse.parent_position_id = 63--:parent_posid
CONNECT BY PRIOR pse.subordinate_position_id = pse.parent_position_id
AND PRIOR pse.pos_structure_version_id = pse.pos_structure_version_id
WHERE subordinate_position_id = 362--:subposid
order by level_numMake sure that the you are using the correct values for the 3 IDs.
Hope this helps,
Sandeep Gandhi

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

APPROVALS IN POSITION HIERARCHY IN HRSS

Buddies,
Assume:
A and B are the two managers having same designations (Manager purchase)
C and D are the two employee have same designation (purchase supervisor)
Purchase supervisor are reporting to purchase manager.
We are using positon hierarchy for approvals in HRSS
leave of absence requests generated by C and D will go to only manager or will be going to both manager. What will be the approval process when their are more than one persons at same desigation.
Please help

You can create approval group as you want. But looks like even though you are using Position Hierarchy positions are not single incumbent. So if you send approval to position id or person occupying the position that would not be correct. So I think you may have to use supervisor hierarchy as well in this case to send the approval to the appropriate person.
Let us know the detailed requirements.

Position Hierarchy in AME

Dear All,
I am new to AME. Can you please share the detail steps for using Position Hierarchy in AME. I understand approval limits are not honoured in AME.
We have a requirement that based on requistion type (regular, contract, Service) the approval should follow a different heirarchy and should have approval limits based on Positions . We enabled a DFF on requistion headers to determine the Req type.
Can we achieve this in AME.
KR,
Srikanth

Dear All,
I am new to AME. Can you please share the detail steps for using Position Hierarchy in AME. I understand approval limits are not honoured in AME.
We have a requirement that based on requistion type (regular, contract, Service) the approval should follow a different heirarchy and should have approval limits based on Positions . We enabled a DFF on requistion headers to determine the Req type.
Can we achieve this in AME.
KR,
Srikanth

Position Hierarchy - Employee Supervisor Change

Hello,
We have few of our Operating Units setup with Position Hierarchy Approval method for Purchasing documents. We want to change this to Employee-Supervisor Relationship due to change in some of the global policies.
Would like to know what are the implications & what are the things to be taken care.
Thanks,
Shilpa

You will find that emp. Supervisor hierarchy (ESH) is simpler to setup and understand. But it has less functionality.
e.g. In PBH (position based hierarchy), you can submit PO's using different paths if necessary. But in ESH, the po always will go to the supervisor and his supervisor etc.
To implement your change
1) Go to the define employees screen (in the purchasing module if you use Shared HR or in the HRMS module if you use full HRMS). Enter the supervisor name for all employees that will submit /approve PO.
2) Purchasing > setup > organizations > financial options > Human resources tab > uncheck "Use approval hierarchies" checkbox
3) You can end-date existing hierarchies.
4) You don't have to run Fill employee hierarchy program anymore.
5) When a person leaves or there is a reorg, make sure you update the supervisor name for the employees.
6) You need to continue to maintain approval groups and assignments as before.
Hope this answers your question,
Sandeep Gandhi

Position Hierarchy Based on secondary assignments.

Hi,
We have created a position hierarchy. While defining the hierarchy, for a position, which is secondary assignment for a person, is visible.
However, when we create PO and forward to, the person whose secondary position is in hierarchy, is not coming in forward to list.
If we include primary assignment position in hierarchy, than the person is available in the forward to list.
Is there any sort of security of data working behind?
Abdul Wahid
http://iwidi.org

I understand, what you are looking forward is an Enhancement request
Have a look at the below ER
1351979: APPROVAL WORKFLOW TO ALLOW SECONDARY ASSIGNMENT IN POSITION HIERARCHY
Purchasing only uses the primary assignments for the purchasing functions.
To use the Position Hierarchy, it must be setup on the employee's primary
assignment.

Query regarding the Position Hierarchy.

Client Version:R12.1.3
We are setting up Position Hierarchy.
Have a query in the setup.
We have a position called Clerk--Number of Holders---2
Clerk --Holder 1 is reporting to Manager 1
Clerk Holder2 is reporting to Manager 2.
When we are trying to set the Hierarchy.
It is taking both the holders in consideration.
Request to assist.
Thanks in advance
Regards
Srini

914612 wrote:
Dear user13056460,
your query is very obvious you have a position type pooled and two employees are assigned to this position where in the hierarchy it shows two holder, if you want my opinion let each clerk have his own unique position as Clerk LA and CLerk DC by this you will not go through the headache of having two hierarchies and if youre having two hierarchies you need also to enable the document type (can change approval path option) the workflow engine by your scenario will get lost because two individuals have the same position so it will go to only one, options youre having
1- let the postion with a two holder but enable the users to select approval path and employee while submiting PO's
2- give each clerk a unique position name which is easier.
Let me know if you have any more inquiries
Regards
Ammar M. GhazalehAmmar,
That is what we have the requirment..
I tried changing the existing hierarchy..but it is not working..
For 2 clerks here..we created say 100.Purchase Clerk as Job and position as 200.Purchase clerk
for the second clerk it has same job as 100.Purchase Clerk as Job and position as 200.Purchase clerk1
(we changed a bit)
one clerk reports to one manager..and the manager reports to dept head.
one clerk reports to dept head..
so while in hierarchy dept has total 3 sub ordinates and when we drill down manager has 1 sub ordinates..
which makes sense...
i created approval groups also...and assignments too..
but when the newly created clerk logins and when he forwards documents..he is not seeing the default heiarchy..we have set this up in documents types..
and the second old clerk he is seeing this when he is forwading documents for approval..
where did i miss the setup?
Please Advise
Thanks
Mahendra
Edited by: 843237 on Feb 16, 2012 4:24 PM

Position control and organizations

Hi,
I would like to ask about the meaning of (position control) and (Top node position control enabled), which is in the path:
(Oracle project costing> Setup> Resources and organizations> HR foundation> Work structures> Organizations> Hierarchy)
And regarding the screen with the path: (Oracle project costing> Setup> Resources and organizations> HR foundation> Work structures>Organizations> Description)
Does the sysadmin enter the organization name or it is retrieved from the HR????
Thank you very much
Tasneem Ghnaimat

Hi
Position Control and Position Hierarchy have no meaning in the standard functionality and processes of Oracle Projects.
I assume Position Hierarchy may be used when customizing some of the Approval Processes Workflows.
For example a person is assigned in a position of project manager, and another person is assigned in the position of Engineering department manager. In the position hierarchy the various project managers are set up as reporting to that manager.
Now in Oracle Projects you could setup a workflow for approving a project and for approving the budgets. That workflow could send the approval request from the project manager to the higher level on thta hierarchy, to the Engineering Department Manager.
Dina

Position Hierarchy

Hi there, I have a hierarchy which consists of myself, my manager and my manager's manager. i want to define a hierarchy in such a way that... when i create a requisition for expense items, it should be approved at my manager's level and if i raise a requisition for an asset item, it should go to my manager first but should be approved by my manager's manager. I thought of creating two item categories, one for expense items and the other for asset items and assign the amount limits accordingly in the approval group... apart from this, is there any other way to define the hierarchy to meet the requirement? Thank you!

I think you can define Approval Groups and Approval Assignments. And in Approval Groups one can specify the range on which the user can approve. There are multiple objects like Document Total, Account Range, Item Category Range, Item Range and Location for which Approval Range can be specified.
And then you can assign this range on Approval Assignments form to a Position and job.
For more details you can look at the first chapter of 120poug.pdf
Thanks
Arun

(urgent) Position Hierarchy and PO approval...

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