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 to select a specific workflow type. • Warehouse Requisition • Restock Requisition • Budget Amendment Requests • Purchasing Requisition • Accounts Receivable • Travel Reimbursement Click to view the approval path for the selected workflow type. 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 to display the Approver Directory. Click Retrieve. A list of all users who are set up in Security Administration with an employee number are displayed. To search for a specific approver, type data in the desired search fields, and then click Retrieve. A list of available approvers that match the search criteria is displayed. Select an approver ID from the list. Click Cancel to return to the Approval Rules page without making a selection.
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.

For each account code component, type a from and/or to account code component as needed, or with the cursor in the field, press F2. If you press F2, a list of available account code components is displayed.
Select the account code component from the list.

Click Cancel to return to the Approval Rules page.

Exclude

Type the valid account code components to which the selected user does not have permission to approve.

For each account code component, type a from and/or to account code component as needed, or with the cursor in the field, press F2. If you press F2, a list of available account code components is displayed.
Select the account code component from the list.

Click Cancel to return to the Approval Rules page without making a selection.

A complete mask should not be used as it will exclude all occurrences of that component.

Click Save.

Other functions and features:

Duplicate

Click to duplicate the approver accounts to another workflow type for the selected approver. The Duplicate window is displayed.

From Workflow Type	Click to select the workflow type from which you want to duplicate information.
From Approver	The currently selected approver is displayed. This is the approver from which you are duplicating information.
To Workflow Type	The currently selected workflow type is displayed. This is the workflow type to which you are duplicating information.
To Approver	Click to select an approver to which you want to duplicate the workflow.

Click OK. Otherwise, click Cancel to return to the Approval Rules page without making a selection.

Click to validate each entered account code against the Chart of Accounts.

Review the report.

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.

Review the report.

Print

Print the report.

Delete a row.

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Approval Rules - DA4000

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Approval Rules - DA4000

Add approval rules:

Other functions and features:

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