Assigning Approval Groups
Use the Assign Approval Groups window to assign approval groups and approval functions to positions or jobs. If you are using approval hierarchies (the Use Approval Hierarchies option in the Financials Options window is enabled), you must first use the Approval Groups window to establish rules for your approval groups. Then you can assign approval groups to positions in this window. When you are not using approval hierarchies, you can use this window to assign approval groups and approval functions to jobs within your organization.
Prerequisites
To assign approval groups:
2. Enter the Position for which you want to assign approval groups and approval functions. If the Use Approval Hierarchies option in the Financial Options window is not enabled, this field is not applicable.
3. If you are not using approval hierarchies, enter the Organization.
4. If you are not using approval hierarchies, enter the Job.
5. Select the approval function you want to assign to this position or job.
6. Enter the approval group that you want to assign to the selected position or job. The list of values includes only enabled approval groups with at least one approval rule. See: Defining Approval Groups.
7. Enter the Start Date and End Date for the assignment.
Attention: The start and end dates that you assign here are the effectivity dates of the assignment. When the system date reaches the end date of the assignment, the rule no longer applies. There is no explicit warning that the rule is no longer in effect.
See Also
Defining Financials Options
Representing Jobs and Positions
Defining Approval Groups
Approval Authorization Rules
Defining Approval Authorization Rules
Using Approval Assignments
Define approval groups before performing this step. See: Defining Approval Groups.