Work Status - Multi Level Approvals

[Former Member]

Hi Experts,

Till BPC 10.0 version... standard Work Status supports only one level of approval... Any improvements are there in BPC 10.1 version ??? Actually I am looking for multi level approval process e.g. Level 1 - Data will enter and Submit by Clerk & his Immediate Manager should able to Modify & Approve (this is there in standard BPC 10.0 version). Level 2 - Regional Manager should able to Modify (L1 data approved by his subordinate) & Approve.  Level 3 - CEO should able to Modify (L2 data approved by his subordinate) & Approve.

Thanks & Regards,

Sreeni.

[Former Member]

Hi Sreeni,

This was working fine even in 7.0 with proper set up of Ownership. Can you please let us know what is not working for you?

Regards,

Gersh

[Former Member]

I will explain with an example...

ENTITY Dim -

ID                         PH1               OWNER

CONREG                                       C1    

CONUS               CONREG              RM1 

IL                         CONUS                 ILM1

CHICAGO           IL                           ILO1

BARRY               IL                           ILO2

ALTON               IL                            ILO3

CA                      CONUS                  CAM1

LOSANGLES     CA                         CAO1

BEVERLYHILL   CA                         CA02

Requirement is as follows based on above Entity Dim-

1. Plan & Submit

    ILO1 - Should plan & submit data for Chicago

    ILO2 - Should plan & submit data for Barry etc.

    After submit, data shouldn't be allowed for making changes by ILO1, ILO2 etc

2. Approve

    For BAS(IL) it should be reviewed and approved(can make changes) by ILM1

    Once approved ILM1 shouldn't be allowed for further changes at his level

3.2nd Level Approval

   RM1 should able to review the data relating to BAS(CONUS) and able to make changes if required.  Upon 2nd level of approval from his end... data should be locked (shouldn't able to change by anyone other than C1)

4. 3rd Level Approval

    C1 should able to review the data relating to BAS(CONREG) and able to make changes if required.  Upon 3rd level of approval from his end... data should be completely locked.

Point # 1 & 2 are part of standard work flow... but I'm looking at Point # 3 & 4.

Thanks & Regards,

Sreeni.

[Former Member]

Hi Sreeni,

Can you create a Work Status with 5 states where only Manager can change the state? Would that satisfy your requirements?

Regards,

Gersh

[Former Member]

Hi Gersh,

If we can create a Work Status with 5 States where Manager can control the status, problem is with Permitted Data Entry... For e.g. if we give as MANAGER.. then all the managers including L1 manager will able to make changes even after he approves the data.  If we give as NONE then L2,L3 Managers will not able to make any changes.

Regards,

Sreeni.

[Former Member]

Hi Sreeni,

That's why Controlled By is separate from Permitted Data Entry. In Data Entry you should put Owner.

Regards,

Gersh

[Former Member]

Hi Gersh,

If we keep OWNER in Data Entry.. then the problem is user is able to make changes after submitting to L1 Manager.

Regards,

Sreeni

[damovand]

Hi,

Will something like the following work for you?  As you can see except for the unlock and Planning only manager can change the state and only owner can submit data.  Because we restrict data entry to owner, even after the manager changes the status from a locked status to a status that allows data entry only the owner will be able to enter data.

Regards,

Leila

[Former Member]

Hi Sreeni,

I'm not sure which level you call L1: last level or the first one. If it's the last level it should have Lock for all types of data entry. That's why you should have 5 states when you have 4 levels of approval.

Regards,

Gersh

[Former Member]

Hi Gersh,

Please find attached screenshot relating to the configurations that I done and the problem that facing -

Work Status Configuration -

Entity Hierarchy -

Values in Owner Property -

'

In the above e.g.

USER1 is OWNER for AMS

USER2 is L1 Approver

USER3 is L2 Approver

USER4 is L3 Approver

Lets assume USER1 Entered the Data and submitted for Approval

Let us assume USER1 tried to make changes to the SUBMITTED data... System thrown an error as expected... Upto this it worked fine.

Now let us assume L1 Manager reviewed and Approved (L1 Manager is - USER2 in this e.g.)

Able to make changes as expected before Approving.

In the above screenshot... USER2 approved the data (status changed to L1-Approval).  After this step ideally he is not allowed for making any changes but only USER3 should able to make the changes if required (as USER3 is L2 Approval).  But the problem that I am facing is.. USER2 is able to make the changes as shown below.

Hope this gives much clear understanding of my requirement.

Thanks & Regards,

Sreeni.