Approval groups & approval assignments?
Approval groups & approval assignments?
can anybody explain me about approval groups & approval assignments?
Approval Groups:Use the Approval Groups window to define and update approval groups like (GM,Buyers,Requestors,Directors,Section Heads)those people who can approve/reject your purchasing documents
then for approval rules choose one of the following Objects:
Account Range - (Required) For this option, you enter the accounting flexfields for the Low and High Values. Include Type rules identify accounts that you want to be included on the document. Exclude Type rules identify accounts that you do not want on the document. If you do not enter a rule for an account, the default is to exclude the account. If you enter only an Exclude Type rule, Purchasing does not automatically include everything else.
Document Total - (Required) The document total refers to the monetary limit on an individual document. For this option, the Type defaults to Include, and you can enter only the Amount Limit (required) and the Inactive Date (optional).
Item Category Range - For this option, you enter the purchasing category flexfields for the Low and High Values. Include Type rules identify manufacturing categories that you want to be included on the document. Exclude Type rules identify categories that you do not want on the document. If you do not define a rule for a category, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Item Range - For this option, you enter the item flexfields for the Low and High Values. Include Type rules identify items that you want to be included on the document. Exclude Type rules identify items that you do not want on the document. If you do not define a rule for an item, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Location - The location refers to the deliver-to location on a requisition as well as the ship-to location on purchase orders and releases. Include Type rules identify locations that you want to be included on the document. Exclude Type rules identify locations that you do not want on the document. For this option, you enter the location in the Low Value field. If you do not define a rule for a location, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
then for approval rules choose one of the following Objects:
Account Range - (Required) For this option, you enter the accounting flexfields for the Low and High Values. Include Type rules identify accounts that you want to be included on the document. Exclude Type rules identify accounts that you do not want on the document. If you do not enter a rule for an account, the default is to exclude the account. If you enter only an Exclude Type rule, Purchasing does not automatically include everything else.
Document Total - (Required) The document total refers to the monetary limit on an individual document. For this option, the Type defaults to Include, and you can enter only the Amount Limit (required) and the Inactive Date (optional).
Item Category Range - For this option, you enter the purchasing category flexfields for the Low and High Values. Include Type rules identify manufacturing categories that you want to be included on the document. Exclude Type rules identify categories that you do not want on the document. If you do not define a rule for a category, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Item Range - For this option, you enter the item flexfields for the Low and High Values. Include Type rules identify items that you want to be included on the document. Exclude Type rules identify items that you do not want on the document. If you do not define a rule for an item, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Location - The location refers to the deliver-to location on a requisition as well as the ship-to location on purchase orders and releases. Include Type rules identify locations that you want to be included on the document. Exclude Type rules identify locations that you do not want on the document. For this option, you enter the location in the Low Value field. If you do not define a rule for a location, the default is Include. The Inactive Date is optional, but you must enter an Amount Limit for Include Type rules.
Approval assignments:is for assigning your approval groups that you have already made to your purchasing document type like (Purchase Requisitions,Planned Purchase Orders,Standard Purchase Orders,Blanket Purchase Agreements,.....etc)to reach to it and approve or reject it
To assign approval groups:
1-Enter the Position for which you want to assign approval groups and approval functions.
2-Select the approval function you want to assign to this position or job.
3-Enter the approval group that you want to assign to the selected position or job.
To assign approval groups:
1-Enter the Position for which you want to assign approval groups and approval functions.
2-Select the approval function you want to assign to this position or job.
3-Enter the approval group that you want to assign to the selected position or job.
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