Approver Users have permission to perform various approvals on a Supplier Profile. However, depending on how your organisation is structured, it may be necessary to route approvals to different users based on the supplier's criteria, such as the country or operating entity the supplier is working for.
In this article you will learn:
How to route approvals to different approver users
For introductory information about approvals and workflow more generally, please click here.
How to route approvals to different approver users
Follow these steps to add/change/remove approval routing for an approver user:
- Select Users from the top menu bar
- On the user management page, search for the user by using any of the search criteria, as follows:
- Email address
- First Name
- Last Name
- User Roles
- The list of users matching your search criteria will appear under Results at the bottom of the page
- Select the user whose permissions you wish to change. The User Details will appear, including the user's unique ID.
NB. Please make sure the user is granted one of the Approver User roles in the User Roles table - To add, change or remove approval routing from the user, please refer to the Approval Rules pane. Approvals may be routed by the Country of Supply or the Operating Entity the supplier is working for.
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To add a new approval rule:
- Click the Create Rule button in on the right hand side
- Fill in the rule details by completing the sentence, "When [Country Of Supply/Operating Entity] is [select option] then forward approvals to user"
- To add multiple options, simply add another rule
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To amend or change an existing rule:
- Find the relevant rule in the list
- Update the rule details by completing the sentence, "When [Country Of Supply/Operating Entity] is [select option] then forward approvals to user"
- To add multiple options, simply add another rule
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To delete an approval rule:
- Find the relevant rule in the list
- Click the Delete button to the right of the rule
- Click the Save Changes button at the top right of the User Details page
The approval routing for this user has now been configured, and will take immediate effect.