Multi-Level Amount Approval and Release of Parked Docs 

Use

The approval process for multi-level approvals is similar to the single level process. The system routes the document to each approver based on the amount. In this section, we will log on as each of the two approvers and release the document.

A two-level approval process is described here. A three-level amount release has been defined in the IDES system for invoice amounts greater than 10,000. To perform this process, follow the release steps and then release again with the user WF-FI-3 , password WELCOME .

Procedure

  1. Log on to your IDES system as user WF-FI-1 , password WELCOME , language EN . Now perform the steps of the first person to approve the invoice.
  2. Call up the transaction as follows:
    3.

    Menu Path

    Office ® Workplace ® Inbox ® Workflow

    Transaction Code

    SBWP

  3. Select 19XXXXXXXX where XXXXXXX is the number of the document you created in the previous step.
  4. Choose .
  5. Choose Release.

    6. The first manager has now released the invoice.

  6. Choose .
  7. Log off from the IDES system as user WF-FI-1 .

    8. If you have chosen a single-level release with an invoice amount less than 1000 continue with the next process step – Completing the Parked Document.

    If the invoice amount is greater than 1000, a second accounts department clerk must release the invoice.

  8. Log on to your IDES system as user WF-FI-2 , password WELCOME , language EN .
  9. Call up the transaction as follows:
    10.

    Menu Path

    Office ® Workplace ® Inbox ® Workflow

    Transaction Code

    SBWP

  10. Select the item Release amount 19XXXXXXXX where XXXXXXX is the number of the document you created in the previous step.
  11. Choose .
  12. Choose Release.

    13. The invoice has been approved and can now be completed as described in the next step.

  13. Choose .
  14. Log off from the IDES system as user WF-FI-2 .

If you have chosen a three level release (amount > 10000), release again with the user WF-FI-3 , password WELCOME, and repeat steps 9.-14. Then logoff user WF-FI-3 .