Purchasing - Defining Approval Groups

º  Approval Group

Defining Approval Groups

          Use the Approval Groups window to define and update approval groups. Once you

have defined an approval group, you can then use it to assign approval functions

to jobs or positions in the Approval Assignments window. You cannot delete an

approval group that is used in an active assignment. You can enable or disable the

entire approval group, or you can enter inactive dates for individual approval rules.

Prerequisites

• Define employees before performing this step.

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

To define approval groups:

          1.        Navigate to the Approval Groups window.

2. Select the Operating Unit for this approval group.

3. Enter the Name of the approval group. You can change existing approval group

names, but names must be unique.

4. Select Enabled to permit the approval group to be assigned to a position/job in the

Approval Assignments window.

5. Choose one of the following Objects:

Account Range - (Required) For this option, you enter the accounting flexfields for

the Low and High Values. Include Type rules identify accounts that you want to be

included on the document. Exclude Type rules identify accounts that you do not

want on the document.

Document Total - (Required) The document total refers to the monetary limit on an

individual document. For this option, the Type defaults to Include, and you can

enter only the Amount Limit (required) .

Item Category Range - For this option, you enter the purchasing category flexfields

for the Low and High Values. Include Type rules identify manufacturing categories

that you want to be included on the document. Exclude Type rules identify

categories that you do not want on the document. If you do not define a rule for a

category, the default is Include. but you must enter an amount Limit for Include Type rules.

Item Range - For this option, you enter the item flexfields for the Low and High

Values. Include Type rules identify items that you want to be included on the

document. Exclude Type rules identify items that you do not want on the

document. If you do not define a rule for an item, the default is Include. The

but you must enter an Amount Limit for Include Type rules.

Location - The location refers to the deliver-to location on a requisition as well as the

ship-to location on purchase orders and releases. Include Type rules identify

locations that you want to be included on the document. Exclude Type rules

identify locations that you do not want on the document. For this option, you enter

the location in the Low Value field. If you do not define a rule for a location, the

default is Include., but you must enter an Amount Limit for Include Type rules.

6. Select the rule Type: Include or Exclude indicates whether to allow objects that fall

within the selected range.

7. Enter the Amount Limit. This is the maximum amount that a control group can

authorize for a particular object range. This field is required only for Include type

rules.

8. Enter the Low Value. This is the lowest flexfield (accounting, purchasing category,

or item) in the range pertinent to this rule. When the object is Location, enter the

location. You cannot enter this field when the object is Document Total.

9. Enter the High Value. This is the highest flexfield (accounting, purchasing category,

or item) in the range pertinent to this rule. You cannot enter this field when the

object is Location or Document Total.

10. Enter the Inactive Date on which Purchasing will no longer use this rule in

formulating the group.

11. Save to create Approval Group.