Defining Approval Routes
Access the Address Parent/Child Revisions form.
- Parent Number
Enter the address book number of the parent company. The system uses this number to associate a particular address with a parent company or location. Any value that you enter in this field updates the F0150 table for the blank structure type. This address number must exist in the F0101 table for validation purposes. Examples of address book records that would have a parent number include:
Subsidiaries with parent companies.
Branches with a home office.
Job sites with a general contractor.
The address book number of the primary level in a hierarchy, or reporting relationship. A parent in one hierarchy can be a child in another hierarchy. You can organize a hierarchy by business unit, employee, or position. For example, you can create a hierarchy that displays the reporting relationships between employees and supervisors.
- Structure Type
Enter a user-defined code (01/TS) that identifies a type of organizational structure that has its own hierarchy in the Address Book system (for example, email). Enter WFS in this field.
When you create a parent/child relationship for the Accounts Receivable system, the structure type must be blank.
On this form, Structure Type identifies the type of distribution list, such as WFS for workflow, ORG for group, and EML for email.
- Associated Data Item
Specify the data item that the system uses to retrieve the formatting information on the threshold value. Enter AMTO in this field.
- First Response
Review this option to determine how the system handles the first response. If this option is enabled, only one member of a distribution list must respond to the workflow message. When the first response is received by the workflow system, the system cancels the messages that were sent to the other members of the group and marks the task as complete.
If this option is disabled, all members of the group to which the workflow message was sent must respond before the system marks the task as complete.
- Higher Level Override
Review this option. If this option is enabled and a person in a higher level group manually approves a workflow transaction (by a workbench program), then the system marks all lower level groups as bypassed.
If this option is disabled and a person in a higher level group manually approves the transaction, the action is logged and all lower level groups are still required to approve the transaction.
- Authorization Required
Review this option. If this option is enabled and a person in the distribution list enters a workflow transaction that goes through the distribution list, the system sends the message to the next highest person, even if the threshold has not been reached for the higher person.
If this option is disabled, no higher person is required to see the message as long as it is below the threshold.
- Threshold Value
Enter a value that is assigned to individuals within a distribution list to determine if the system includes the individuals in the approval of a workflow task. This value can be any numeric value, such as an amount, quantity, or percentage.
- Escalation Hours
Enter the amount of time that must elapse before a message is escalated.
- Remark
Enter a remark, description, name, or address.
- Begin Eff Date (beginning effective date)
Enter the date on which the address number appears in the structure. The Beginning Effective Date field prevents the address number from occurring in the structure until the beginning effective date is the same as the current date.
If you leave this field blank, the address number always occurs in a structure unless an ending effective date is specified.
- End Eff Date (ending effective date)
Enter the date on which the address book record will cease to exist in the structure