Setting Up Line-Level Approval Rules

At the buyer registration level you identify which fields will trigger line-level approval and then associate a role to each field. The role you associate is responsible for approving the lines. Next, on the buyer user profile you must assign those users responsible for approving lines the same role as at the buyer registration level, and assign the specific field values for which they are responsible (such as item ID 10000). In the case where a user is defined as the department manager in the Department table (DEPT_TBL) or the project manager for a project (PROJECT_MGR), then the department or project values where the user has been defined as a manager will automatically populate for the user.

In these cases, the user does not need to belong to the role defined at buyer registration (if one was set up) for the department or project.

For the auto-population to occur, the buyer user must have been defined as the department manager or project manager before the Department or Project field was defined at the buyer registration. As with all the line-level approval fields defined on the buyer user profile (those appearing by default and those entered manually), you can disable a particular line approval rule by deselecting the appropriate Use check box on the Review User Profiles - Invoice Line Approval Rule Setup page.

Line-level approval setup is a two-step process the buyer administrator performs:

1. At the buyer level (for example, BUY01), you specify which fields are to be routed for approval, such as account or department.

   You can specify any active distribution ChartField, item ID, or item category.

2. At the user level, you specify which value the operational users (for example, OPUSER) can approve (for example, account 650000 or department 14000).

   You can define values for any field specified in step 1.