In this article, we take a practical and streamlined approach to setting up approval rules for Oracle Procurement documents. It covers key documents used in the Procure-to-Pay cycle, including Requisitions, Purchase Orders, Purchase Agreements, and Contract Agreements. The focus is on understanding the approval framework, key setup steps, and how simple configurations can ensure compliance while keeping the approval process efficient and business friendly.
Requisition approval and Purchase Order approval are configured in a similar manner; however, they require separate setups.
Since both follow the same approach, requisition approvals are not covered
in this article.
Requisition approvals
can be configured using the task Manage Requisition Approvals.
For more details, refer
to Oracle documentation:
How Purchase Order Approval Is Processed
Approval Rules Management for Procurement
Purchasing Order Approval
From Setup and
Maintenance, under the Procurement product area, navigate
to Approval Management and select:
Task: Manage
Purchasing Document Approvals
This is the Purchasing
Document landing page, which contains three approval stages.
In this article, configuration is performed at the Terms stage.
Click Edit
Rules.
The rule edit page
consists of three main components:
- Rules – Defines the rule name
and purpose
- Conditions – Determines when
the rule is triggered (e.g., BU, amount, supplier)
- Actions – Specifies approval
behaviour such as auto-approval, approval groups, or supervisory hierarchy
Example approval logic:
- Amount ≤ 500 → Auto-approved
- Amount > 500 and ≤ 1000 → Approval Group
- Amount > 1000 → Worker and Worker’s
Manager (Supervisory Hierarchy)
Below screenshots show
some existing configured approval rules.
Test Approval Rule
Setup
For testing purposes,
the following rule is configured for a single condition.
You can configure additional rules based on business requirements.
- Rule Name: Approval Rule for Testing
- Condition: Procurement BU = DXB
Support
- Action: Specific Manager
(Procurement Manager – Calvin Roth)
In this test case, only
one condition and one action are configured.
The relevant screenshots show the rule, condition, and action setup.
Rules:
Condition:
Action
This completes the Purchase
Order approval configuration testing.
For further details, refer to
Oracle documentation:
How Purchase Order Approval Is Processed
Approval Rules Management for Procurement
You can also visit my other blogs for Procuremt to Pay Setup