Setting Up Approval Profiles

Approval profiles contain the rules that control how adjustments are approved. To set up an approval profile, open Admin Menu > Approval Profile .

Fastpath:

Refer to The Big Picture Of Adjustment Approval for a detailed description of how approval profiles govern the adjustment approval process.

The topics in this section describe the base-package zones that appear on the Approval Profile portal.

Approval Profile List

The Approval Profile List zone lists every approval profile. The following functions are available:

Click the Add link in the zone's title bar to add a new approval profile.

Actions

This is a standard actions zone. The Edit, Delete and Duplicate actions are available.

Approval Profile

The Approval Profile zone contains display-only information about an approval profile. This zone appears when an approval profile has been broadcast from the Approval Profile List zone or if this portal is opened via a drill down from another page.

Please see the zone's help text for information about this zone's fields.

Approval Profile's Adjustment Types

The Approval Profile's Adjustment Types zone lists every adjustment type that is governed by this approval profile. This zone appears when there is at least one adjustment type governed by the approval profile displayed in the Approval Profile zone.