Conditional Approval Rules Send Invoices to Alternate Approvers

General Contractors can now create Conditional Approval Rules. Use Conditional Approval Rules to send invoices to alternate Approvers (Approval Group Rules) or to send invoices to additional Approvers based on invoice attributes (Additional Approver Rules).

General Contractors can set up Approval Group Rules for a project and assign subcontracts to those groups. An invoice from a subcontract assigned to an Approval Group is routed to the assigned group instead of the Serial Signatory Approvers on the project. A General Contractor can also select Additional Approver Rules for a project and assign subcontracts to them. Any invoice for selected subcontracts that meets the conditions is then sent to additional Approvers after Serial Signatory Approvers on the project.

General Contractors can work with their Textura implementation teams to create Organization Approval Rules that add Approvers based on invoice values or thresholds. These rules can be selected under Additional Approver Rules on the Project Approval Rules screen. Other Additional Approver Rules are based on standard invoice conditions.

Highlights

Conditional Approval Rules only apply to subcontracts with Serial Signatory Approval.
General Contractors can work with their Textura implementation teams to set up Additional Approver Rules.
Eight types are available.

Organization Approval Rules are triggered when an invoice meets a custom threshold or value:	Condition rules are triggered when an invoice meets a specific condition:
Billed to Date Contract Value Net Invoice Value Percent Complete.	Complete and Final Material Billing Material Stored To Date Retention Billing.

Users with Create Project permissions can access the Project Approval Rules screen to create Approval Group Rules and/or assign Additional Approver Rules. Find the Project Approval Rules link on the Manage Project Users screen.
Additional Approver Rules apply to invoices for selected subcontracts that meet the conditions.
Approval Group Rules apply to all invoices for subcontracts listed in the rule. A subcontract can only exist in one group.
If an invoice meets Additional Approver Rule conditions and is included in an Approval Group, the Approval Group Rule is applied first.

For more information, see Organization Rules and Project Approval Rules.

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