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workflow:approvalrules
Approval Rules - DA4000
District Administration > Workflow > Approval Rules
This page is used to set up the account codes 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.
Add approval rules:
| Field | Description |
|---|---|
| Workflow Type |
Click
• Warehouse Requisition
Note: If Purchasing Requisition is selected, all employees who have Purchasing access and an employee number in Security Administration are included in the Approver Directory. However, the approval rules only apply to those employees in the approval path. |
| Approver |
Click |
| 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 to add an Include and Exclude row.
| 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. |
❏ Each set of Include/Exclude rules are evaluated independently of any other rule sets that are created. Click Validate All to display a detailed list of account codes that are included in each ruleset.
❏ Click Save.
Other functions and features:
| Duplicate From Existing |
Click to duplicate the approver accounts to another workflow type for the selected approver. The Duplicate window is displayed.
Click OK. Otherwise, click Cancel to return to the Approval Rules page without making a selection. |
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Click to validate each entered account code against the Chart of Accounts. |
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| Validate All |
Click to validate all entered account codes against the Chart of Accounts and display a detailed list of account codes that are included in each rule set. |
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Click to print the Approval Rules report for the selected workflow type. |
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
Click Save. A message is displayed asking if you want to delete the row. Click OK. |
workflow/approvalrules.txt · Last modified: 2022/02/18 16:39 by lrosdahl