Route Purchase Orders for Approval Based on Any Chart of Accounts Segment

Route purchase orders and change orders for approval based on the value of any chart of accounts segment, including those without a segment label such as natural account or cost center assigned to them.

This screen capture illustrates the feature.

Chart of Accounts segment based approval rule routing

Chart of Accounts Segment Based Approval Rule Routing

In this example, purchase orders with distributions using charge accounts with the Product segment equal to 000 are routed for approval to the user CVBUYER03.

Approval rule using unlabelled chart of accounts segment

Approval Rule Using Unlabelled Chart of Accounts Segment

Manage Approvals page showing the rule assignee

Manage Approvals Page Showing the Rule Assignee

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • To create an approval rule based on the Chart of Accounts segment, follow these steps:

  1. In the BPM Worklist task, click the Administration tap under the User menu.
  2. Click the Task Configuration tab.
  3. Search for the DocumentApproval task.
  4. Click the DocumentApproval task.
  5. To edit the task, click the Pencil icon.
  6. Click the Assignees tab, select the stage and participant to which you want to add the approval rule.
  7. Click the Go to Rule link.
  8. To create a new rule, in the Rules section, click the Plus icon and click the General Rule tab.
  9. To create the test condition, in the IF section, click the Plus icon, and click the Simple Test tab.
  10. To search, click the Magnifying Glass icon.
  11. In the Condition Browser window, expand one of the Chart of Accounts segments.
  12. Select the Chart of Accounts segment you want to base the approval rule on and complete the IF condition.
  13. In the THEN section, to add the THEN condition, click the Plus icon.
  14. To validate your business rule, click Validate.
  15. Save and commit your approval rule.

  • This feature is only available if you use the BPM Worklist task to manage approval rules. 

Access Requirements

To manage workflow for all product families, you need a custom role that includes the BPM Workflow All Domains Administrator Role.