Puchasing - Assigning Approval Groups


ยบ  Approval Assignment

Assigning Approval Groups

            Use the Assign Approval Groups window to assign approval groups and approval
functions to positions or jobs. If you are using approval hierarchies (the Use Approval
Hierarchies option in the Financials Options window is enabled), you must first use the
Approval Groups window to establish rules for your approval groups. Then you can
assign approval groups to positions in this window. When you are not using approval
hierarchies, you can use this window to assign approval groups and approval functions
to jobs within your organization.

Prerequisites

• Define approval groups before performing this step.

• Review how your choices in this window affect your approval routing.


To assign approval groups:

 1.        Navigate to the Assign Approval Groups window.


2. Select the Operating Unit for this approval group assignment. 


3. Enter the Position for which you want to assign approval groups and approval
functions. If the Use Approval Hierarchies option in the Financial Options window
is not enabled, this field is not applicable.

4. If you are not using approval hierarchies, enter the Job.

5. Select the approval function you want to assign to this position or job.

6. Enter the approval group that you want to assign to the selected position or job. The
list of values includes only enabled approval groups with at least one approval rule.

7. Enter the From Date and To Date for the assignment.

Important: The start and end dates that you assign here are the
effectivity dates of the assignment. When the system date reaches
the end date of the assignment, the rule no longer applies. There is
no explicit warning that the rule is no longer in effect.

8. Save to Assigning Approval Groups.


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