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Organizational Hierarchies and WorkFlows?

  • 1.  Organizational Hierarchies and WorkFlows?

    SILVER CONTRIBUTOR
    Posted Dec 11, 2020 04:25 PM
    When creating an Organization Hierarchy you then assign a Purpose.

    One Purpose is, 'Procurement internal control'.

    I wanted to use this for an approval hierarchy on Purchase Requisitions, but it seems like that is not possible.

    Am I correct?

    And what exactly is this Purpose used for?


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    Jonathan Struble
    Campus Management Corp.
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Organizational Hierarchies and WorkFlows?

    TOP CONTRIBUTOR
    Posted Dec 14, 2020 05:44 PM
    Hi Jonathan,

    For the purpose if setting a purchase requisition workflow to approve using hierarchy, you would use position hierrchy (HR > Positions > Position Hierarchy), NOT an organization hierarchy.
    The hierarchies you create there will be able for you to select on a purchase requisition workflow configuration.

    I am not sure, but I think procurement purpose "Procurement Internal Control" is used for somewhere in Procurement Policies setup. Not directly related to workflow.

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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