Setting Up Approval Authority for a Single Approver

Access the Manage Single Recipient form.

Select the appropriate level of authority for which you want to set up an approver, using the Select Approval Authority field.

Click this button after selecting the approval level authority to display the subform that is associated with the authority level. Depending on the level selected, the system displays one or more of the fields described in this table.

Employee

Enter the address book number of the employee for which you want to set up an approver.

Approval Limit

Enter the minimum requisition amount that requires approval. This field is a greater-than or equal-to value.

Org Chart (organizational chart)

Select this option if you want the system to use an existing organizational chart to determine the approver for the employee that you specify. If you select the Org Chart option, the organizational structure overrides any other approver setup that you create.

For the system to use this option, the employee must be included in a valid organizational structure in the Address Organization Structure Master table (F0150). The structure type must be ES, and the Authorization Required option must be selected for the structure. If you want to set up the organizational structure so that the system routes approvals based on monetary limits, you must set up threshold limits for employees under the supervisor's record.

See “Creating a Distribution List for Hierarchical Processing" in the JD Edwards EnterpriseOne Tools Workflow Tools Guide.

Note: The F0150 table must be mapped to the same data source as the workflow tables.

See JD Edwards EnterpriseOne Tools System Administration Guide.

Approver

Enter the address book number of the person to approve requisitions for the employee that you specified.

Employee Group

Enter the name of the group for which you want to attach an approver.

Business Unit

Enter the business unit for which you want to attach an approver. When you have selected Employee Group/Business Unit for approval authority, you must enter both an employee group and a business unit.

Commodity

Enter the commodity for which you want to attach an approver.