Hi
Guys,
As
assured in my previous post, my post is here to explain about the
“Manager Hierarchy” in workflow setups.
One of the common business requirements for the workflow approvals is to route the specific business document to the requesters’ managers for approvals. Ex: Purchase requisitions or Expense requests.
One of the common business requirements for the workflow approvals is to route the specific business document to the requesters’ managers for approvals. Ex: Purchase requisitions or Expense requests.
Scenario:
client’s requirement is to configure the workflow in such a way
that “When a purchase requisition is submitted by an employee, it
must be routed to the person to whom the employee reports to”.
Let’s
consider that the below screen shot is the reporting hierarchy for
the employee. We are considering “James” persona for this
demonstration. As per our example, we are configuring the workflow to
route the Purchase requisition to Adam who is an immediate manager to
James.
![Position Hierarchy](https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_tFXsrPSOmlLpDOQMf85vjs1gODb3HYo3T6WeIvWTKjzDXUfBkBNmvE74sEt7nVKsSz761YrQ8e4RPDZob8pQXrbR3nuvj_qUkPRF8AnJH5DXNN3njtMeqpz6rEuA9O0nX5UPC45LWM1ltpZyDO=s0-d)
As
you already knew, we are obviously going to configure it using
the “Managerial
Hierarchy”.
-Managerial
Hierarchy works based on the “position hierarchy” that is defined
in the organization.
-Make
sure that the employees used in the position hierarchy are linked
with the corresponding Ax users in System administration>users
form
-Position
hierarchy will be built based on the “reports to position” field
of the corresponding Position. To know how to create the position
hierarchy – click this
– http://axkanha.blogspot.in/2014/04/position-hierarchy-inax2012.html
Select
the “Hierarchy type” as “Managerial Hierarchy”, set the
“Start from” field as “Requester”. So that system starts
finding the “Position hierarchy” from the person who is
requesting the PR.
![Workflow - Managerial Hierarchy](https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_vOv1dN6om79OvQE5BQLmlCZOkvasttgz7hs7tTftnlwwcncNZeVN-SZp1xWVUndCaRXTRj4c1L2P26ppoFKYhNT6XRq3x5mKw-idE5WDDzsZpvvkGmAHS3qEmJVPN4dVHkK4u9id9E1O9zgUTdZgrUwf7alZQlthE=s0-d)
“Stop
when the following condition is met”:
Basically, “Managerial hierarchy” routes the document to immediate reporting position. Once it is approved, it will be routed to the next manager, so it keeps routing it to the next manager in the hierarchy.
Basically, “Managerial hierarchy” routes the document to immediate reporting position. Once it is approved, it will be routed to the next manager, so it keeps routing it to the next manager in the hierarchy.
Using
the “Stop
when the following condition is met”,
we should specify where it must stop the assignment. So, as per our
position hierarchy, if James submits requisition, it goes to Adam,
next to Alex and next to Sunny.
We are stopping the assignment using the “line manager level” condition which is set to 1 i.e. employee.line manager level = 1.
We are stopping the assignment using the “line manager level” condition which is set to 1 i.e. employee.line manager level = 1.
Above
stop condition stops the assignment by assigning only to line manager
of level1. The PR will be assigned only to the immediate position. As
per the considered position hierarchy, it will be assigned to
employee “Adam” and once Adam approves it the “PR status”
will be shown as “Approved”
If
the stop condition is set to “stop where employee.Line manager
level =2”, the PR will be routed to Adam, and once Adam approves
it, it will be routed to “Alex”.
Note: above explanation is in accordance with “Hierarchy options – “Assign to all users retrieved”.
Note: above explanation is in accordance with “Hierarchy options – “Assign to all users retrieved”.
Let’s
go with below example.
If
the stop condition is set to “stop where employee.Line manager
level =2”, the PR will be routed to directly to Alex and it will
not be routed to “Adam”. As the last user retrieved with
hierarchy based on the above condition is “Alex”.
You have different options that can be used in “stop condition” as per the requirements.
You have different options that can be used in “stop condition” as per the requirements.
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