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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warning that the rule is no longer in effect.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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