| Level Prioritized
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In this field, you can specify whether the approval of purchase orders, general journals, expense sheets and vendor invoices, which are approved through the current hierarchy, is to be carried out in a certain order.
If you do not mark this field, the employees who are to approve purchase orders, general journals, expense sheets, and vendor invoices through the current hierarchy can carry out approval in an arbitrary order.
If you mark the field, the level number on each line in the sub-tab determines the order in which approval must be carried out. As mentioned in the section “Introduction to Approval Hierarchies,” an approval line is created for each line in the approval hierarchy whose selection criterion specification is matched by the vendor invoice, purchase order or expense sheet in question. This is done at submission of a vendor invoice, an expense sheet or a purchase order. For each approval line created, Maconomy transfers the number of the holder of approval and the level number from the hierarchy line that gave rise to each individual approval line.
When a hierarchy is level prioritized, the approval lines with the lowest level must be approved before you can approve lines on the next level and so on. An example of the use of this functionality is that the supervisor of the person submitting an expense sheet must approve the expense sheet before it can be approved by the department manager.
Level zero is the lowest possible level, and must therefore be approved first followed by level 1, 2, and so on. It is possible to have several lines carrying the same level number, and when several approval lines are created with identical level numbers for the same purchase order/expense sheet/vendor invoice, the lines in question can be approved in any order when all other approval lines with a lower level number have been approved.
When a purchase order, journal, expense sheet, or vendor invoice is approved in one of the Purchase Orders, General Journals, Expense Sheets, Vendor Invoices, Invoice Allocation, or Reallocate Invoices workspaces, it corresponds to the employee who makes the approval, approves an approval line concerning the purchase order/expense sheet/vendor invoice in question and on which the employee himself is specified as holder of approval or substitute. Therefore approval in these workspaces is only allowed in the order dictated by the level order of priority.
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| May be approved by supervisor
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If you mark this field, you allow the approval line created on the basis of the current approval hierarchy to be not only approved by the employee or substitute responsible for approval of the line but also to be approved by the supervisor of the holder of approval. However, the supervisor of a specified substitute, if any, does not gain the right to approve on behalf of the substitute, if this field is marked.
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