Use default resource group as approval manager
Use the procedure in this topic to configure AP Agility to use the AP Manager resource group as the approval manager.
You can enable users of the AP Manager resource group to modify documents in the Approval State. The advantage of this method is that you can specify who can modify Approval invoices based on an organization and a business unit.
Procedure
- Log on to AP Agility as an Administrator.
- Navigate to
-
Select
AP Manager as Approval Manager and select
Save.
Your change is saved.
-
Navigate to
and review the
for each of your
organizations.
On the Role Assignments page, make a note of the AP Manager Associated Group for each business unit. The associated group name is needed when assigning users to these resource groups in TotalAgility.
- Launch the Advanced Studio.
- Navigate to .
-
From the
Category list, select
AP Agility.
A list of all AP Agility resource group is displayed.
A list of resource groups called <Organization Name> <ERP ID> Managers are included in the AP Manager resource group.
-
For each relevant
<Organization Name> <ERP ID> Managers resource group listed, add users by following these steps.
-
Select the group name.
The Edit group resource window is displayed.
-
In the
Group members section select
Add.
The Add group members window is displayed.
-
Add the necessary users and then select
Save.
For more information about managing resources see the Tungsten Automation Advanced Studio Help.
-
Select
Save.
The Edit group resource window is closed and the resource group is saved.
- Repeat these steps for all business units that you want to modify.
Members of these resource groups are able to modify invoices from their organization that are in the Approval state.
-
Select the group name.