Copying or Editing Approval Rules

This section provides information about copying and editing approval rules. Editing rules include inactivating rules and re-activating rules with lapsed end dates.

You can edit an approval rule only if the status is not running. If the approval rule is currently running, you can change only the rule’s end date.

To copy an approval rule:

1. Go to Setup > Approval Process Manager > Approval Rule List.

2. Click View next to the approval rule record you want to copy.

3. Click Make Copy.

4. In the Primary Information section, complete the following fields:

   1. Name – Enter a unique name for the rule.

   2. Start Date – Select another date from the picker as needed. By default, the start date is the current date.

   3. End Date – Select an end date.

   4. Subsidiary – Select a subsidiary other than the default value.

   5. Saved Search Condition – (Optional) Select a saved search. You can alternately scroll through the list to look for the saved search or enter the title of the saved search to filter the list.

   6. Priority – Enter the approval rule’s priority.

5. Click Save.

To edit an approval rule:

1. Go to Setup > Approval Process Manager > Approval Rule List.

2. Click Edit next to the approval rule record you want to edit.

3. On the Approval Rule page, do any of the following on the record:

   • Update the record – Make the changes to the approval rule. For more information, see Creating Approval Rules.

   • Inactivate the record – If you do not want this approval rule to be used in any workflow for the time being, check the Inactive box.

   • Re-activate an inactive rule – Clear the Inactive box. Update the required fields such as start and end dates. Select a saved search if you want to use one. For more information, see Creating Approval Rules.

   • Delete the record – If you want to permanently remove the record from the system, click Delete and then click OK in the confirmation window.

     Note that the system will prevent you from deleting any rule that is currently running.

     Important:

     You cannot delete an approval matrix of an approval rule if there is a transaction in Pending Approval that is using the approval matrix.

4. If you are not deleting the record, click Save.

Related Topics

Defining Approval Rules

Approval Rule Basic Information Fields

Approval Rule Setting Fields

Preparing to Create Approval Rules

Vendor Bill Exception Criteria Overview

Creating Approval Rules

General Notices