Approvals

• Set Up Standard Approval Routes

  This article explains the components that allow the system to automatically determine the correct approvers for various submission types and values. Understanding these com...

• Custom Approvals Fields & Values

  This article defines the available fields and values when setting up custom approvals, which allow the submitter to manually select approvers. These options provide flexibi...

• Configure Escalation Based on Individual Approval Limits

  This article explains how the system automatically escalates approval requests to a supervisor if an assigned approver's financial limit does not cover the submission valu...

• Approval Email Notifications

  This article outlines the different types of email notifications sent during the approval process, detailing when each email is sent and what information it contains.Key In...

• Modify an Approval Route

  You can modify an automatically generated approval route before submission if your administrator has enabled 'Custom approvals'. Use this feature primarily if the generated...

• Cancel an Approval Submission

  This article explains how to cancel an approval submission that is currently in Draft or Submitted status. This allows the parent record (e.g., Contract, Procurement Plan, ...

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