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Within 'Advanced Order Approval', there are various ways to configure the approval process. Some business rules require quite complex approval arrangements.
The various options are detailed below.
| Approval Type | Description | Requires Approval Groups? |
|---|---|---|
| Regular Approval |
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| The user is given order limits for various order functions. For example, a user may have a 'Requisition Limit' of $999999.00, and an 'Order Limit' of $200.00. This user can submit orders up to $200 in value without approval, but any orders $200.01 - $999,999.00 will require approval. Users on the same Customer Code with an 'Approval Limit' greater than the order value will be able to approve the order. If there isn't a user with an appropriate approval limit for the order, an error message will be displayed to the User: 'Order cannot be submitted as there is no approver with the correct approval limit authority.' | No | |
| Single Person User Selected |
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| This allows the user to choose an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'. | No |
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| Auto Selected | This will automatically select an approver from a list of valid approvers. This uses the same logic as 'Regular Approval' |
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| . |
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| This allows the user to choose multiple approvers from the Approval Group. Only one of the selected approvers needs to approve the order. | Yes | |
| Multi Person Auto Selected |
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| This will automatically select all available approvers |
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| from the |
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| Approval Group. All of the selected approvers need to approve the order. | Yes |
| Multi Person Auto Single |
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| This will automatically select all available approvers |
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| from the |
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| Approval Group. Only one of the selected approvers needs to approve the order. | Yes |
| Multi Person Auto Selected No Group |
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| This will automatically select all available approvers to approve the order. |
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| All of the |
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| approvers need to approve the order. |
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| No | ||
| Hierarchical | This will allow a hierarchical list of approvers in an Approval Group to approve an order. All of the approvers need to approve the order. | Yes |
| Hierarchical Customer Budget |
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| This will allow a hierarchical list of approvers in an Approval Group to approve an order. All orders are submitted for approval (even if the order is placed by |
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| an approving user in the |
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| Approval Group). | Yes |
| Hierarchical Approval Limits |
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| This will allow a hierarchical list of approvers in an Approval Group to approve an order |
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| . Minimum and maximum order amounts are set up on each user in the |
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| Group. Approvers are skipped if their range doesn't include the order amount. | Yes |
| Info | ||
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Approval Type can be set at the Role, Customer, or User level. The User setting overrides the Customer Setting, which overrides the Role setting. To Set Approval Type at the Role Level:
To Set Approval Type at the Customer Level:
To Set Approval Type at the Customer Level using 'Approval Groups':
To Set the Approval Type at the User Level using 'Approval Groups':
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