The Approval Hierarchy page displays the approval hierarchy structure for different departments within the organization. It allows users to view, manage, and modify the approval flow for various document types such as purchase orders and work orders.
On the User Management - Approval Hierarchy page, select the department you want to add an approval hierarchy for and click the + icon to open the Approval Hierarchy Builder form.
Approval Hierarchy Builder form
Fill in all required fields denoted with * before clicking the Save button at the bottom of the form. Insert Before and After add an approver above or below the selected level. Move Up and Down adjust the order. Delete removes the selected approver.
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Denoted with *
| Field | Description | Input Type |
|---|---|---|
| Approval Type | Type of transaction the hierarchy applies to (e.g., Purchase Order, Work Orders). | text input |
| Approver | User assigned to review and approve transactions. | dropdown |
| Field | Description | Input Type |
|---|---|---|
| Requires Approval Starting At | The dollar amount from which the approverās approval is required.. Value of 0 mean approval is always required | numeric |
On the User Management - Approval Hierarchy page, select the department you want to edit approval hierarchy, and select the approval type (e.g., Purchase Order or Work Order). Click the pencil icon to open the Approval Hierarchy Builder form.
Approval Hierarchy Builder form
Edit approvers in the order they should authorize requests. And for each approver, set the minimum dollar amount that requires their approval. Click Save to save the approval hierarchy or Cancel to abort.