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general:add_approval_rules
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District Administration > Workflow > Approval Rules
This page is used to set up the account code rules for each approver in the approval path except the first approver. An approver may have multiple sets of approval rules. Approvers must be set up with an employee number in Security Administration.
| Workflow Type | Click  to select the Purchasing Requisition workflow. |
|---|
Click 
to retrieve an approver.
| Amount From | Type the bypass dollar amount at which a requisition or request must be approved by the indicated approver. The amount must be entered as a whole dollar. |
|---|---|
| Amount To | Type the amount up to which the approver can approve. The amount must be entered as a whole dollar. |
| Approver opted out of email notifications | Select if the originator, first approver, or any approver does not want to receive e-mail notifications. |
Click +Add. An Include and Exclude row is added to the grid.
| Include |
Type the valid account code components to which the selected user has permission to approve.
|
|---|---|
| Exclude |
Type the valid account code components to which the selected user does not have permission to approve.
|
Click Save.
Click 
to display the Approval Path page.
general/add_approval_rules.1536246055.txt.gz · Last modified: 2018/09/06 10:00 (external edit)