Approval policies are a set of rules defined and attached to a Position that represent the conditions in which a user assigned to the position has authority for final approval using Position Based Approvals.
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Select the checkbox(s) for the type of transactions the Policy will apply to. The options available here depend upon which WorkPlace Solutions and Modules are licensed and configured.
When enabled, the Policy will apply for Vendor Approvals submitted for approval.
When enabled, the Policy will apply for Travel and Expense transactions submitted for approval.
When enabled, the Policy will apply for Purchase Orders submitted for approval.
When enabled, the Policy will apply for WorkPlace Project Approvals submitted for approval.
When enabled, the Policy will apply for Receive / Match Invoice transactions submitted for approval.
When enabled, the Policy will apply for Requisitions and Check Requests submitted for approval.
When enabled, the Policy will apply for Timesheets submitted for approval.
If no filters are applied, all transaction lines for the selected solutions under the 'Apply Approval Policy To' section will be considered part of the Policy and the associated Position will have the authority to approve regardless of the transaction details. When filters are defined, the values will be compared to the transaction to determine if the condition has been met. Each filter option selected for a transaction tab represents an AND Condition when transactions are submitted through the position based approval workflow. When the filter conditions are not met then the transaction will be sent to the next supervisor upon approval. When the filter conditions are met, no additional approvals will be required.
The filter options available will depend on the WorkPlace Solutions and Modules that have been licensed and configured. Each Solution or functional area will be displayed on a separate tab to allow policies requirements to be defined for multiple transaction types within a single filter.
Select the appropriate Filter Type from the drop down next to the appropriate name of the available Non-Financial filter types available, filters may be based on an individual or list of Non-Financial filter types.
Select the appropriate Filter criteria from the Zoom Field next to the appropriate name of the available Non-Financial filter types available. If Individual was chosen as the filter type only one item from the zoom can be selected. If List was chosen, choose the appropriate Non-Financial List representing the filter appropriate for this policy.