Movement Request Approval Rules
Approval rules are routing policies or rules that are evaluated to determine the approvers or FYI recipients for a business transaction.
Define a rule name, conditions and add actions to complete an approval rule. At least one rule with the condition Rule always applies must be created to prevent movement request approval transactions from getting stuck.
Set up movement request approval rules on the Edit Approval Rules page. Access this page by clicking the Edit Rules button on the Manage Movement Request Approvals page.
Conditions
You can create rules on the approval task attributes to ensure the movement request approvals are routed to approvers based on the conditions for the business need.
- Created By
- Requester
- Destination Account
- Source Subinventory
- Destination Subinventory
- Organization
- Item
- Item Category (only Inventory functional area categories)
- Item Class
- Total Cost
- Transaction Type
- Movement Request Header DFF attributes
- Movement Request Line DFF attributes
Click the Add Condition button from the Edit Approval Rules page to update conditions for an approval rule.
Actions
Click the Edit Action button from the Edit Approval Rules page to update actions for an approval rule. The Edit Action pop up contains the Action Type and Route Using fields.
- Approval Required: The movement request is routed for approvals.
- Automatic: The movement request can be approved or rejected automatically.
- Information Only: FYI tasks are sent to notify the specified people.
The Route Using attribute identifies the type of users needed to approve or receive notification of the movement request. The following list is supported for movement request approvals. Each type has a specific set of parameters or properties that must be defined.
- Approval Group
- Job Level
- Single Approver
- Supervisory Hierarchy