Add an approval hierarchy level
Use the procedure in this topic to add an approval hierarchy level.
You can configure a specific approval hierarchy level so that any invoices with a total value that is above the specified limit, require approval from a member of the specified role.
Procedure
- Open the Tungsten AP Agility Work Queue as an Administrator.
-
On the menu, select
.
The Organizations are displayed.
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Select an organization from the list by select its
Organization Name.
The organization details for the selected organization are displayed.
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Select the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Select the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Select
Approval Hierarchy.
The Approval Hierarchy window is displayed.
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Using the fields below the table, perform the following steps to add an entry to the approval hierarchy.
- Select a user from the Approver list.
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Enter a value between
0 and
999999999999999.
This value is the maximum amount that the user can approve. The currency for this value is configured in the Business Unit: New or Edit.
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Select a user from the
Next Approver list.
This ensures that if the invoice is rejected by the Approver that a different user is sent the invoice when the invoice requires approval again.
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Select
Add.
The approval limit and the selected approvers is added to the table.
- Optional. Repeat the previous step for additional approval levels.
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Select
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.