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!!! Setup Requisition Approval Hierarchies for Multiple Departments !!!

Discussion in 'General' started by RIAZ, Sep 29, 2011.

  1. RIAZ

    RIAZ Forum Advisor

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    hi,

    I want to implement following approval scenarios for my client,
    ---------------------------------------------------------------------------------
    1- Requisition Amount < 10,000
    Initiator -> Lead -> Budget Off -> Finance Off -> Manager

    2- Requisition Amount < 25,000
    Initiator -> Lead -> Budget Off -> Finance Off -> Sr. Manager

    3- Requisition Amount < 50,000
    Initiator -> Lead -> Manager -> Budget Off -> Finance Off -> Dept. Manager

    4- Requisition Amount < 100,000
    Initiator -> Lead -> Manager -> Sr. Manager -> Budget Off -> Finance Off -> CEO

    5- Requisition Amount > 50,000
    Initiator -> Lead -> Manager -> Sr. Manager -> Budget Off -> CFO -> CEO
    ----------------------------------------------------------------------------------------
    I have following questions,

    1- Should i need to develop separate five position hierarchies to route the requisition?

    2- Should i need to assign approval group for all (other than initiator). For Example, in case of first scenario i created an approval group (Level-1), now should i assign (approval assignment) to position Manager only or to all the positions (other than initiator) ?

    3- We have multiple departments and every department have his own Leads, Manager, Sr. Manager and Dept. Manager. In this regard what would be the scenario, separate hierarchies for every dept ? or each position have multiple holders (e.g. Manager Dept. A, Manager Dept. B.... etc) ?

    waiting for urgent response...