Approval Profile

The Approval Profile zone displays the details of an approval profile. It contains the following sections:

  • Main - Displays basic information about the approval profile. It contains the following columns:

    Column Name Column Description
    Approval Profile Indicates the approval profile.
    Description Displays the description of the approval profile.
    To Do Type Indicates the type of To Do that is created for the approval profile.
    Note: It has a link. On clicking the link, the To Do Type screen appears where you can view the details of the respective To Do type.
    Transfer Adjustment Precedence Indicates the type of transfer adjustment precedence used for the approval profile.
    Currency Conversion Required Indicates whether currency conversion is required for the approval profile.
  • Debit Hierarchy - Displays information about the debit hierarchy used in the approval profile. It contains the following columns:

    Column Name Column Description
    Threshold Amount Displays the threshold amount used while defining the debit hierarchy for the approval profile.
    To Do Role Displays the To Do role defined for the approval profile.
    Note: It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.
  • Credit Hierarchy - Displays information about the credit hierarchy used in the approval profile. It contains the following columns:

    Column Name Column Description
    Threshold Amount Displays the threshold amount used while defining the credit hierarchy for the approval profile.
    To Do Role Displays the To Do role defined for the approval profile.
    Note: It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.

In addition to the above columns, this screen contains the following buttons:

Button Name Button Description
Edit Used to edit the details of the approval profile.
Delete Used to delete the approval profile.
Duplicate Used to create a copy of the approval profile.

Related Topics

For more information on... See...
How to edit an approval profile << adding links soon .... >>
How to delete an approval profile << adding links soon .... >>
How to copy an approval profile << adding links soon .... >>
How to view the details of an approval profile << adding links soon .... >>