Approvals Configuration Form

Use the Approvals Configuration form to create approval workflows, which allow you to implement a review and approval process for certain records that you enter in Vision.

You can set up approval workflows and an approval system for the following records:

• Accounts Payable invoices
• Employee absence requests
• Employee expenses
• Purchase requisitions
• Request for price quotes
• Purchase orders
• Change orders
• Release orders
• Inventory item requests
• General ledger budgets

On the Approvals Configuration form, you set up:

• The steps for an approval workflow and assign the approvers and any conditions that must be met for each approval step.
• Alerts and actions for each step, such as alerts sent when records are ready for approval, when approvals are overdue, when records are approved, and so on.

Because you set up approval workflows at the Vision system level on the Approvals Configuration form, if you have multiple companies in Vision, you set up approval workflows for all your companies on the Approvals Configuration form.

After you create approval workflows, you assign them to an application in the application's configuration settings. For example, for Purchasing or Inventory records, you specify the approval workflow to use on the General and Inventory tabs in Purchasing & Inventory Company Settings.

Sample Approval Workflows for Employee Expense

You can create approval workflows from scratch for employee expenses, or you can use one of the following sample approval workflows for employee expenses that Vision provides:

• Expense Report Default
• Expense Line Default
• Expense Reports & Lines Default

You access these sample approval workflows by using the Approval Name Search lookup in the Search field on the Approvals Configuration form.

Before you can specify a sample approval workflow to use for employee expenses in the Approval Workflow field on the Setup tab in the Configuration > Time & Expense > Company Expense, you must enter an approval administrator for the sample approval workflow in the Approval Administrator field on the General tab of the Approvals Configuration form.

You can modify other settings for these sample approval workflows on the Approvals Configuration form.

To retain a copy of the original sample approval workflows for employee expenses that Vision provides before you modify it for your needs, make a backup copy of it. See Create a Backup Copy of an Approval Workflow.