Example of Requisition Approval Policy
Acme Corp has agreements in place for most facilities and IT services. In addition, they have set up a supervisory hierarchy for approvals based on requisition amount.
Joe Smith is Acme's CEO and therefore has the designation of Top Worker in Hierarchy for the supervisory hierarchy.
This figure illustrates Acme's approval policies. Depending on the purchase amount, the requisition is autoapproved, or must go through one, two, or three levels of supervisory approval.
![This figure shows Acme Corp approval policies for various purchase amounts.](images/PRC_POR_ACME_CORP_APPVL_POLICIES_20043473.png)
Rules in Header Hierarchy Participant:
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No approvals required, such as self approved, for requisitions less than or equal to 500 USD.
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Rule setup scenario:
CONDITION Approval Amount is less than or equal to 500 AND Functional Currency Code equals USD
ACTION Action Type: Automatic Set Outcome To: Approved
Displayed in the Conditions table as:
AND
Approval Amount is less than or equal to 500
Functional Currency Code equals USD
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One level of Supervisory hierarchy approval required for requisitions more than 500 USD and less than or equal to 1000 USD.
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Rule setup scenario:
CONDITION Approval Amount is greater than 500 AND Approval Amount is less than or equal to 1000 AND Functional Currency Code equals USD ACTIONS Action Type: Approval Required Route Using: Supervisory Hierarchy Approval Chain Of: Preparer Start With: Manager Number of Approval Levels: 1 Top Worker in Hierarchy: Joe Smith
Displayed in the Conditions table as:
AND
Approval Amount greater than 500
Approval Amount less than or equal to 1000
Functional Currency Code equals USD
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Two levels of Supervisory hierarchy approval required for requisitions more than 1000 USD and less than or equal to 2000 USD.
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Rule setup scenario:
CONDITION
Approval Amount is greater than 1000 AND Approval Amount is less than or equal to 2000 AND Functional Currency Code equals USD ACTIONS Action Type: Approval Required Route Using: Supervisory Hierarchy Approval Chain Of: Preparer Start With: Manager Number of Approval Levels: 2 Top Worker in Hierarchy: Joe Smith
Displayed in the Conditions table as:
AND
Approval Amount greater than 1000
Approval Amount less than or equal to 2000
Functional Currency Code equals USD
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Three levels of supervisory approval required for requisitions more than 2000 USD.
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Rule setup scenario:
CONDITION Approval Amount is greater than 2000 AND Functional Currency Code equals USD ACTIONS Action Type: Approval Required Route Using: Supervisory Hierarchy Approval Chain Of: Preparer Start With: Manager Number of Approval Levels: 3 Top Worker in Hierarchy: Joe Smith
Top Worker in Hierarchy: Joe Smith
AND
Approval Amount is greater than 2000
Functional Currency Code equals USD
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Scenario
Rules in Lines Preapproval Header Stage: Preapproval Header Hierarchy Participant:
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If the requisition is an emergency request, the preparer's manager's approval is required before other approvers are notified.
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Rule setup scenario:
IF
Emergency Requisition equals Yes
THEN
Action Type = Approval Required
Route Using = Supervisory Hierarchy
Approval Chain Of = Requester
Start With = Manager
Number of Approval Levels = 1
Top Worker in Hierarchy = Joe Smith
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