Page History
- On the user’s menu panel go to Common Info folder then click Approval List
- If there are existing records, Search Approval List screen will open
- If there are no existing record, the new Approval List screen will open
- From Search Approval List screen click New toolbar button
- Enter the Approval List name
Tick Approve in Order check - Fill in the appropriate Approver, Alternate, Amount Over, Amount Equal to or Less than and Email Request
- Approver - User entity set in a Vendor to approve vouchers
- Alternate Approver - If the primary approver was unable to update the status, the Alternate approver can approve
- Amount Over - Amount to approve by the approver
- Amount Equal to or Less than - Amount to approve by the approver
- Email Request - When a transaction is set for approval, approver/s will receive an email notification that he/she has Vouchers to approve
- If the Email Request is checked, but the Approver does not have an email address, the system will propmt the user if he/she would like to add an email address
- If the Yes button is clicked, User Entity screen will open to be able to add the email address.
- If the No button is clicked, Email Request will not be marked as checked
- Click Save toolbar button to save tje setup
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