How You Route Purchase Orders for Approval Based on Any Segment of the Charge Account

Route purchase orders for approval based on any segment or combination of segments of the charge account. This extends the ability to drive purchase order approval routing based on segment labels such as the primary balancing segment, cost center, natural account value, management segment, and intercompany segment by allowing you to route approvals based on segments not associated with any of these labels.

For example, suppose your chart of accounts (COA) consists of 5 segments, separated by hyphens. You want to drive purchase order approval routing based on the 4th COA segment, such that all purchase orders containing distributions with the 4th segment of the PO Charge Account ranging between 2000 and 2999 are routed to a specific approver. You can use a condition with the pattern (.*)-(.*)-(.*)-2[0-9][0-9][0-9]-(.*) to check the value of the 4th segment of the Charge Account.