Supervisors, Approvers, and Approval Limits

Use the Approval Routing feature to set up a hierarchy of supervisors and approvers who will approve purchase and expense transactions before they are processed.

Purchase approvals processes require that the Purchase Order preference for Approval Routing be disabled. To learn more, see Using Custom SuiteFlow Workflows for Approval Routing. Processes for expense approvals are the same regardless of the preference setting.

After a transaction is entered by or routed to an employee for approval, the employee’s record settings define which transactions require additional approval. These settings include the following:

To learn how to enter employee records settings, see Entering Human Resources Information for an Employee.

For each employee, set an expense limit or purchase limit to determine the highest transaction amount the employee is allowed enter without requiring additional approval. Then, when the employee enters an expense report or purchase request with an amount below their limit, the transaction is automatically approved.

If the employee enters a transaction with a total amount that is higher than their limit, the transaction follows approval routing processes. The transaction is sent for approval by a supervisor or approver that has an approval limit greater than or equal to the amount of the transaction.


Employee limits and approval limits are enforced using the currency set on the employee record. If an employee enters a transaction in a foreign currency, the transaction total is first converted to the employee's currency and then compared to the defined limits.

Approval is sought based on the supervisor or approver identified on the employee's record until sufficient approval authority is found.

If sufficient authority is not found, an alert is displayed on the transaction.

Related Topics

Using the Approval Routing Feature
Using Standard SuiteFlow Workflows (SuiteApps) for Approval Routing
Using Custom SuiteFlow Workflows for Approval Routing

General Notices