Approval Configuration Options

The Approval Configuration Options allow system administrators to configure general settings for the Approval module.

To configure approval configuration options:

1. Open the Administration Menu page.

2. Under the APPROVAL ADMINISTRATION heading, click Approval Configuration Options.

3. At the top of the page, enable or disable any of the following types of approvals.

   1. WO Approval – Enabling WO Approval allows users to define an approval records for work requests, requiring the Estimated Amount to be approved.
   2. Project Approval – Enabling Project Approval allows users to define an approval records for projects, requiring the Project Budget to be approved.
   3. Proxy Approval – Enabling Proxy Approval allows other users to approve purchase requisitions on behalf of someone else. This is typically done to speed up the approval process.
   4. PO Approval – Enabling PO Approval allows users to define an approval record for purchase orders, requiring the purchase order total amount to be approved.

   5. PR Approval– Choose one of the following:

      • Disabled - disables PR approval

      • Manual Approver Selection - allows users to define an approval record for purchase requisitions, requiring purchase requisition line items to be approved

      • Auto - User Hierarchy - automatically assigns approvers to purchase requisitions

      If PR Approvals are not enabled, an administrator may want to create a Default Submit Requisition status that can be used to indicate that a PR is ready for purchase orders to be generated from it.

4. At the bottom of the page, you can modify the email subject and body text. The default values contain text and email tokens to include detailed information about the item requiring approval.

   • PR Approval Request Subject

   • PR Approval Request Body

     • These settings are used to configure the subject line and body of the email sent when a user is requesting an approval.

   • PR Approval Notify Requestor Subject

   • PR Approval Notify Requestor Body

     • These settings are used to configure the subject line and body of the email sent when a purchase approver is acting on an approval request.

   If any of these fields are empty, the notification email will not be sent.