Page 49 - Administering the System Participant Guide (SDL)

LESSON 10: MANAGING APPROVAL GROUPS

Learning Objectives

Create and modify Approval Groups
• Create a new Approval Group
• Modify an existing Approval Group
• Create and manage a dynamic approval sequence

Introduction
Approval Groups define a People-based relationship between managers and
submitters. Accounts Payable approval groups manage the approval process for vendor
invoices; Purchasing approval groups manage the approval of purchase requisitions
and purchase orders; and Time and Expense approval groups control the approval
workflow for leave requests, timesheets, expense requests, and expense reports.
Accounts Receivable approval groups define a Project-based relationship between
managers and submitters of customer invoices generated from projects.

Standard approvals occur in the order in which approvers are listed, from top
to bottom. If a manager disapproves a submission, it is returned to the
submitter to modify, resubmit, and begin the approval process again.

The Dynamic Approval Sequence

Accounts Payable, Accounts Receivable, Expense, Purchase Requisition, and
Purchase Order Approval Groups have the option to create a dynamic approval
sequence that limits the number of approvals for a submitted document by assigning an
Approval Authority Amount for approvers. Once an approver with the authority to
approve an amount greater than the amount submitted has approved an item, it does
not need to be approved by the other approvers in the approval group.

In Properties > Approval Process > Approvals, an Administrator can enable the Require
Approval setting and the dynamic approval sequence for expense reports and expense
requests, purchase orders and purchase requisitions, vendor invoices, and customer
invoices. Approvers must have one of the available Manager roles (AP Manager, AR
Manager, Purchasing Manager, or Manager) as well as an Approval Authority Amount
defined in their Person Profiles. Confirm that the selected Manager role has the required
Organization Access to approve submissions to their assigned approval group(s).
Unanet recommends an approver sequence order based on the approver’s Approval
Authority Amount from smallest to largest value; while this is optional, it can make the

Lesson 10: Managing Approval Groups ©2021 Unanet. All rights reserved.
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