Defining Approval Groups
Use the Approval Groups window to define and update approval groups. Once you have defined an approval group here, you can then use it to assign approval functions to jobs or positions in the Approval Assignments window. You cannot delete an approval group that is used in an active assignment. You can enable or disable the entire approval group, or you can enter inactive dates for individual approval rules.
Prerequisites
Define employees before performing this step. See: Enter Person.
To define approval groups:
2. Enter the Name of the approval group. You can change existing approval group names, but names must be unique.
3. Select Enabled to permit the approval group to be assigned to a position/job in the Approval Assignments window.
4. Choose one of the following Objects:
Account Range - For this option, you enter the accounting flexfields for the Low and High Values. Include Type rules identify accounts that you want to be included on the document. Exclude Type rules identify accounts that you do not want on the document. If you do not enter a rule for an account, the default is to exclude the account. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Document Total - The document total refers to the monetary limit on an individual document. For this option, the Type defaults to Include, and you can enter only the Amount Limit (required) and the Inactive Date (optional).
Item Category Range - For this option, you enter the purchasing category flexfields for the Low and High Values. Include Type rules identify manufacturing categories that you want to be included on the document. Exclude Type rules identify categories that you do not want on the document. If you do not define a rule for a category, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Item Range - For this option, you enter the item flexfields for the Low and High Values. Include Type rules identify items that you want to be included on the document. Exclude Type rules identify items that you do not want on the document. If you do not define a rule for an item, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Location - The location refers to the deliver-to location on a requisition as well as the ship-to location on purchase orders and releases. Include Type rules identify locations that you want to be included on the document. Exclude Type rules identify locations that you do not want on the document. For this option, you enter the location in the Low Value field. If you do not define a rule for a location, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
5. Select the rule Type: Include or Exclude indicates whether to allow objects that fall within the selected range.
6. Enter the Amount Limit. This is the maximum amount that a control group can authorize for a particular object range. This field is required only for Include type rules.
7. Enter the Value Low. This is the lowest flexfield (accounting, purchasing category, or item) in the range pertinent to this rule. When the object is Location, enter the location. You cannot enter this field when the object is Document Total.
8. Enter the Value High. This is the highest flexfield (accounting, purchasing category, or item) in the range pertinent to this rule. You cannot enter this field when the object is Location or Document Total.
9. Enter the Inactive Date on which Purchasing will no longer use this rule in formulating the group.
See Also
Defining Approval Assignments
Approval Authorization Rules
Defining Approval Authorization Rules
Using Approval Assignments
