Concepts

Tasks

Settings

Approval Routes

Contents

Creating Approval Routes

Setting up Automatic Approvals

Using Automatic Approvals with Standard Jobs

Adding Approvers to an Approval Route

Adding a GL Account to an Approval Route

Limiting Approval Routes to Specific Buyers

Selecting Invoice Types for an Approval Route

Adding Assets to Approval Routes

Selecting Work Types for an Approval Route

Adding Projects to Approval Routes

Viewing Approval Routes for a GL Account

Viewing Approval Routes for an Asset

Approval routes are made up of one or more employees in your organization who have been set up as approvers, authorized to handle requests for document approval. When you set up an approval route, you identify the approvers who will review certain types of documents, such as work requests or purchase orders, and stipulate the maximum value these employees are authorized to approve.

The topics in this section describe how to create and view specific approval routes for each site in APM. The routes you create can be generic and allow many approvers and document types to be approved, or the routes can be very specific by limiting approval to a single document type or approver.

Note: Before you can add an approver to a route, the employee’s record must designate him or her as an approver of the type of document for which you are creating the route. For more information, see Setting up an Employee as an Approver.