Expense Authorization Tasks Subtask

Use the Expense Authorization Tasks subtask to view and add the tasks that must be performed on an expense authorization for this expense authorization type.

Task

Field	Description
Task Type	Use this field to select the expense authorization task that should be performed. Choose from the following tasks: Approve- Select this to add an approval task. Review- Select this to add a review task. Attach- Select this to add an attachment task. Record- Select this to add a record task. Note: "Sign Expense Authorization" is automatically added to all expense authorization types and is given a task order number of "0." This field displays in the Tasks table after you click Save.
Level	Use this field to determine whether the task should be performed at the overall expense authorization level, at the charge level, or whether it is for an attachment task. The options available vary by Task Type: Overall- This option is available from the Level drop-down list if the Task Type is Approve or Review. Charge- This option is available from the Level drop-down list if the Task Type is Approve. Attachment- This option is available from the Level drop-down list if the Task Type is Approve, Attach, or Record.
Order	Use the field to select the order in which this task should be completed. You can use the same order number on different tasks. This field displays in the Tasks table after you click Save.
Attachment	Click to select the type of attachment that must be attached for this task. The lookup list displays the attachment types you created in the Attachments section of the Configuration > Configure General Settings screen.
Initial Priority	Use the drop-down list to select the priority that should be given to the task. Valid values are Low, Medium, and High.
Start Date	Click to select a start date for this expense authorization task.
End Date	Click to select an end date for this expense authorization task.
Retain Completed Tasks on Revision	This field is only enabled when the Task Type is Attach. When you select this check box, the task must be redone if the expense authorization is revised. Leave the check box clear if you do not want to enforce this requirement.

Role

Field	Description
Primary Role	Click to select the role that is primarily responsible for performing this task. This lookup list displays all roles set up in the Manage Functional Roles screen that have authority over employees, or employees and charges, and have the rights to view expense authorizations. Note: This field displays in the Tasks table after you click Save.
Backup Role	Clck to select the role that has backup responsibility for performing this task. This lookup list displays all roles set up in the Manage Functional Roles screen that have authority over employees, or employees and charges, and have the rights to view expense authorizations. Note: This field displays in the Tasks table after you click Save.
User Directed Tasks	Select this check box to enable employees submitting expense authorizations to choose which supervisors or other users are notified that the expense authorization approval task is due.
Include Backup Role in User Directed Task List	Include Backup Role in User Directed Task List is available for selection only when you select the User Directed Tasks check box directly above it. When you select the Include Backup Role in User Directed Task List check box, the names of those managers, supervisors, and administrators authorized to fulfill the backup role for expense authorization approval tasks appear in a list from which the employee can choose. Any user selected by the employee receives an expense report approval task. This list also includes those managers, supervisors, and administrators authorized to fulfill the primary role for expense authorization approvals.

Business Rules

Field	Description
Rule	This field enables you to establish whether the task is required or optional. Select either Required or Optional from the drop-down list.
Edit	From the drop-down list select one of the following options: None Error Warning
Required for Export	Select the check box ...
Allow Approval to Rollover to ER	Select the check box ...

Criteria

Field	Description
Greater Than	Enter the minimum amount for the Planned portions of the expense required to perform the task. Note: The minimum amount cannot be greater than 99999.9999. Enter all amounts in the system's base currency. The number of characters to the right of the decimal is determined by the base currency selected.
Less Than	Enter the maximum amount for the Planned portions of the expense required to perform the task. Note: The maximum amount cannot be greater than 99999.9999. Enter all amounts in the system's base currency. The number of characters to the right of the decimal is determined by the base currency selected.

Escalation

Use the Escalation section to enter the number of days, hours, and minutes that can pass after the end date before the task is upgraded to a low, medium, or high priority.

Field	Description
Days	Use the up and down arrows to set the number of days that can pass after the due date before the task is upgraded to a low, medium, or high priority.
Hours	Use the up and down arrows to set the number of hours that can pass after the due date before the task is upgraded to a low, medium, or high priority.
Minutes	Use the up and down arrows to set the number of minutes that can pass after the due date before the task is upgraded to a low, medium, or high priority.
Notify	Select the check box if you want to notify the individual responsible for the task when it is overdue. Whether the individual receives an e-mail or an alert is determined by the setting of the Notification check box on the Manage Expense Classes screen.