Approval Hierarchy window
This window lists the approval hierarchy for the business units. Use the editable row below the table to add new entries or edit existing entries.
The table of approvers has the following information:
|
Setting |
Description |
|---|---|
|
Approver Name |
The name of the user group that can approve a document with the corresponding Approval Limit for this business unit. |
|
Approval Limit |
The approval limit for the specified Approver Name. This means that invoices with a total amount less than or equal to this amount are sent for approval to the corresponding Approver Name. |
|
Next Approver Name |
The name of the next approver in the hierarchy. Once an invoice is approved by the current approver, this invoice is assigned to the next approver. |
At the bottom of the table there are several fields that enable you to add an entry to the table. In addition, there is a Clear button that enable you to clear the user group from the Next Approver Name list. When entering new information, the Add button is enabled.
These editable fields are also populated if you select an entry from the table. The Update button is enabled.
In addition to these fields, use the following buttons to manage the list of approvers.
|
Button |
Description |
|---|---|
|
Add |
Adds an approval level. |
|
Update |
Saves changes made to the selected approval level. This button is available when an entry in the table above is selected only. |
|
Delete |
Removes the selected approval level. This button is available when an entry in the table above is selected only. |
|
Close |
Closes the Approval Hierarchy window and returns you to the Business Unit: New or Edit window. Any changes that are not saved or updated are lost. |