| Field | Description |
|---|
| Approve Header, Always
|
If you mark this field, the approval hierarchy will always be based on the header of the purchase order/expense sheet/vendor invoice. This is regardless of whether there are any lines in the purchase order / expense sheet / vendor invoice. You should only select this option if the associated Approval Hierarchy uses the header based Approval Relation, that is, for a purchase order the approval relation would need to be Purchase Order Header.
|
| Approve Header, If no lines
|
If you mark this field, the approval hierarchy will be based on the header of the purchase order/expense sheet/vendor invoice only where there are no lines in the purchase order/expense sheet/vendor invoice.
|
| Approve Line, Always
|
If you mark this field, the approval hierarchy will always be based on the lines of the purchase order/expense sheet/vendor invoice. You should only select this option if the associated Approval Hierarchy uses the line based Approval Relation, that is, for a purchase order the approval relation would need to be Purchase Order Line.
|
| Reapprove header when adding a new line
|
If you select this check box, Maconomy requires reapproval of any header resubmitted with added lines.
You cannot select this check box if you already selected the
Reapprove all when adding a new line check box, and vice versa.
|
| Reapprove header when changing a line
|
If you select this check box, Maconomy requires reapproval of any header resubmitted with updated lines.
You cannot select this check box if you already selected the
Reapprove all when changing a line check box, and vice versa.
|
| Reapprove header when removing a line
|
If you select this check box, Maconomy requires reapproval of any header resubmitted with deleted lines.
You cannot select this check box if you already selected the
Reapprove all when removing a line check box, and vice versa.
|
| Approve at Submission
|
If you mark this field, wherever the setup of the approval hierarchy would allow for a user to submit and approve the same purchase order/expense sheet/vendor invoice, the purchase order/expense sheet/vendor invoice will be approved automatically when they submit.
Note:
In Approval Hierarchy Rules, if you select
Approve at Submission, Maconomy automatically approves items submitted by users, such as time or expense sheets.
However, you may prefer to disable these automatic approvals if the user is a Substitute, Supervisor, or Super Approver.
So for example if "Approve at Submission" is marked, but "Automatic Substitute Approval" is unmarked, then Maconomy does not automatically approve if the user who submits is set as a substitute on the approval hierarchy. It works the same for "Automatic Supervisor Approval" and "Automatic Super Approver Approval."
|
| Approve at Submission, Remark
|
In this field, you can add a remark which will automatically populate the Approval Remarks field wherever Approve at Submission has been applied.
|
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Automatic Substitute Approval
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If "Approve at Submission" is selected, select this check box to enable automatic approval by substitute approvals, and deselect to facilitate manual approval.
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|
Automatic Supervisor Approval
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If "Approve at Submission" is selected, select this check box to enable automatic approval by supervisor approvals, and deselect to facilitate manual approval.
|
|
Automatic Super Approver Approval
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If "Approve at Submission" is selected, select this check box to enable automatic approval by super approver approvals, and deselect to facilitate manual approval.
|
| Log Changes Before First Submission
|
If you mark this field, changes made to a purchase order/expense sheet/vendor invoice prior to its first submission will be logged and will be available to be viewed in the Approval Changes workspace. If this field is not marked, changes made prior to first submission will not be logged.
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