Concepts

Tasks

Settings

Document Approvals

Contents

Overview of Document Approvals

Approvers

Approval Routes

Working With Document Approvals

Using the APM document approval function, you can specify the types of documents your organization requires to be approved electronically and the employees who are authorized to approve the documents. You can set approval limits and create approval routes that define the sequence of approvers. The approval function allows for automatic approvals, approver substitutions multiple approval routes for the same GL account or asset, and separate approvals for the purchased requirements on work orders.

In this section, you will find information on the document approval process and concepts, how to set up employees as approvers, how to create approval routes, how to send documents for approval and process approval requests.