Concepts Tasks Settings Adding a GL Account to an Approval Route If you use an approval route to approve purchasing documents (requisitions, requisition lines, or purchase orders), you must identify one or more GL account numbers for which the route is authorized to approve purchases. When you send a purchasing document for approval, the route can only be used if the GL account being charged is listed on the route. For example, if you send a requisition for approval, the system filters the list of available routes so that only routes that list the GL account charged on the requisition can be selected. Only whole GL accounts, not segments, can be associated with an approval route. If a purchasing document is created for an account that is not listed on any route, the default purchasing route for the site is selected. If there is no default purchasing route for the site, any route that approves that type of purchasing document can be selected. Note: For purchase orders, depending on the setting for your site, approval may be based on buyers rather than on GL accounts. This topic explains how to add GL accounts to an approval route. To Add a GL Account to an Approval Route 1. In the Approval Route window, select the GL Accounts tab. 2. Click Browse. The GL Account Selector dialog appears. 3. Select the accounts that you want to add to the route and click OK. 4. Save the approval route.
