Validating Approval Units

Your administrator may have set up data validation rules for the approval unit, so it's a good idea to validate an approval unit before sending the budget to the next reviewer.

Click Validate for the approval unit. If the validation finds an error, a Validation link displays. Click the link to get information on how to correct the error.

The review process follows the promotional path unless an event triggers a change. Events that affect the promotional path include:

• Exceeding or not reaching expense boundaries for budget items such as salaries, new hires, or capital equipment

• The current owner returning the budget to the previous owner for additional information

• The current owner requesting help from an authorized person who is not necessarily on the promotional path

Note:

Selecting Promote also runs the validation rules defined for the approval unit. If the conditions in all associated data validation rules are met, the approval unit is promoted to the next owner defined in the approval unit promotional path.