Custom resource group via business rule

Use the procedure in this topic to modify a business rule so a custom resource group is used for approval management.

You can use a separate resource group to manage who can modify Approval invoices. This resource group is not tied to a specific organization or business unit. If you modify this business rule, this resource group is used for Approval management, even if the AP Manager as Approval Manager setting is cleared.

Procedure

  1. Launch the Advanced Studio.
  2. Navigate to Workflow > Business rules.
  3. From the Category list, select AP Agility.

    A list of business processes relevant to AP Agility is displayed.

  4. Select the business rule called AP Custom Assign Approval Manager.

    The business rule is opened in a separate tab in your Browser.

  5. Edit the business rule as needed.

    For more information on business rules, see the Advanced Studio Help.

  6. When you are done, select Save and then select Release.

    The business rule is configured.