Setting Up Approval Procedures
Usually the manager is responsible for defining various approval procedures according to the needs of the company.
Each approval procedure is managed by an approval template and each approval template has the following dimensions:
Approval procedure originators - employees who are subject to this approval procedure
Documents that are subject to this approval procedure
Approval stages, which define such things as who can give approval and how many approvals are required in total
Special terms
Prerequisites
You have been granted full authorization to the following items in the General Authorizations
window:
Administration
Approval Procedures
Approval Stages
-
Administration
Approval Procedures
Approval Templates
-
Administration
System Initialization
General Settings
Process
In the
General Settings
window, on theBP
tab, activate approval procedures by selecting theActivate Approval Procedures
checkbox.If you want to activate approval procedures in the DI, be sure to also select the
Activate Approval Procedures in DI
checkbox.Be sure to mark the templates as active and/or active when updating documents, as appropriate.
Example
The manager decides that three approval procedures are needed for sales orders. For sales orders with high values and those handled by junior employees, the approval procedure should be more strict.
The following graph illustrates the three approval procedures set up by the manager:
Sales orders are divided into two categories: high value (not less than $200,000) and low value (less than $200,000). Likewise, employees have been identified as either junior or senior.
If the approval request is made by a junior employee:
For a high-value sales order, the employee needs two approvals (from two different authorizers) to generate or update the sales order. One rejection is enough to reject the approval request. Hence, approval procedure 1.
For a low-value sales order, the employee needs only one approval to generate or update the sales order. One rejection is enough to reject the approval request. Hence, approval procedure 2.
If the approval request is made by a senior employee for a high-value sales order, the employee needs only one approval to generate or update the sales order. One rejection is enough to reject the approval request. Hence, approval procedure 3.
We can also infer that senior employees do not need approval for generating or updating low-value sales orders.