Assigned To Dialog Box
Use this dialog box to assign approvers to an approval step for an AP invoice approval workflow.
The assigned approvers will approve accounts payable vendor invoices that are entered in
.- Assign employees by role and/or specific name.
- Set up a role assignment hierarchy based on roles that are associated with certain fields that are entered for an AP invoice on the AP Invoice Approval form.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- Open an existing approval workflow or create a new one.
- In the Application field on the General tab, select AP Invoice Approvals.
- Click the Workflow tab.
- In the Approval Steps grid, click in the Assigned To field, and then click the ellipsis icon.
Contents
Assignment Hierarchy Grid
Select the option (radio) button to the left of the grid to enable the grid. Use the grid to set up a hierarchy for Vision to follow to search for and assign approvers for the approval step. The Approver Roles and Specific Employee fields are not enabled when you select the assignment hierarchy grid button.
Setting up an assignment hierarchy for an approval step is useful when some fields on the entry form in AP Invoice Approvals, such as Project or Purchase Order, are left blank. The fields may be left blank when the person entering the AP invoice does not know this information. When fields are left blank, having an assignment hierarchy allows Vision to search multiple AP invoice fields in a specific order to find a field with an entry, so approvers can be assigned.
The assignment hierarchy is based on the fields that are entered for an AP invoice, such as Project or Purchase Order, on the AP Invoice Approvals form in . Vision uses these fields to look for an employee to assign as an approver based on roles that are associated with these fields, such as project manager or project supervisor for the Project field and buyer or submitter for the Purchase Order field.
Vision searches the fields in an AP invoice in the order that the fields are listed in the assignment hierarchy. For the first field that Vision finds with an entry in it, it looks at the approver role that is specified for the field per the assignment hierarchy. All of the employees who are assigned to the role for the entry in the AP invoice field are assigned as approvers for the approval step.
Each row in the Assignment Hierarchy grid represents a field that is entered for an AP invoice on the AP Invoice Approvals form.
- Select whether or not to use it in the hierarchy when searching for an approver.
- Select an approver role that is associated with the field from the AP Invoice Approvals form (unless the role is pre-defined by Vision).
- Move the rows up or down in the grid to place them in the order that you want Vision to search for approvers.