...
Approval Type | Description | Requires Approval Groups? | Approval Mode |
---|---|---|---|
Single Person User Selected | This allows the user to choose an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'.
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 that there are no approvers with the correct authority will be displayed to the user. | No | Advanced Approval By User and Account |
Single Person Auto Selected | This will automatically select an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'. | No | Advanced Approval By User and Account |
Multi Person User Selected | This allows the user to choose multiple approvers from a list of valid approvers. Only one of the selected users needs to approve the order. | No | Advanced Approval By User and Account |
Multi Person Auto Selected | This will automatically select all available approvers from the Approval Group. All of the selected users need to approve the order. | Yes | Advanced Approval By User and Account |
Multi Person Auto Single | This will automatically select all available approvers from a list of valid approvers. Only one of the selected users needs to approve the order. | No | Advanced Approval By User and Account |
Multi Person Auto Selected No Group | This will automatically select all available approvers to approve the order. All of the approvers need to approve the order. | No | Advanced Approval By User and Account |
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 | Advanced Approval By User and Account |
Hierarchical Customer Budget | 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 an approving user in the Approval Group). | Yes | Advanced Approval By User and Account |
Hierarchical Approval Limits | This will allow a hierarchical list of approvers in an Approval Group to approve an order. Minimum and maximum order amounts are set up on each user in the Group. Approvers are skipped if their range doesn't include the order amount. | Yes | Advanced Approval By User and Account |
Set up an Advanced Order Approval Process
Enable Advanced Approval by User and Account
Before you can use advanced approval options, your website needs to be set to this option.
Info | ||
---|---|---|
| ||
Approval Type can be set at the Role, Customer , or User level. Note - The User setting overrides the Customer Setting, which overrides the Role setting. Set Approval Type at Role levelNOTE - Role level approval type is overriden by Customer or User settings. To Set set Approval Type at the Role Level:
Set Approval Type at Customer levelNOTE - Customer level approval type is overriden by User settings. 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':
|
...