- 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 box. Approve in Order shows that approvals are done one by one
- Fill in the appropriate Approver, Approver Level, Alternate, Amount Over, Amount Equal to or Less than and Email Approval Request
- Approver - User entity set in a Vendor to approve vouchers
- Approver Level - indicates who should approve first
- Alternate - 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 Approval Request - When a voucher is set for approval, approver/s will receive an email notification that he/she has Vouchers to approve
- Click Save toolbar button
Overview
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