Approval Hierarchies Steps Use these procedures for approval hierarchies-related setup. Related Topics:Approval Hierarchies Example Workflow Use the various tabs and panels in the Approval Hierarchies workspace of the Setup module to set up approval hierarchies and to make changes to existing hierarchies. Set Up Approval Hierarchy for Job Quotes Use the various tabs and panels in the Approval Hierarchies workspace to set up approval hierarchies for your company’s job quotes. Set Up Automatic Approval for No Specified Approvers A system administrator can set up an approval hierarcy with no specified approvers if needed. Set Up Messages on Approval Hierarchy For the system administrator, you can set up the display of messages as needed for specific approval hierarchies. Set Up Unchanged Line Reapproval For the system administrator, use the “Reapprove” check boxes under the Approval Principles island (Setup > Approval Hierarchies workspace > Approval Hierarchy Rules tab) to set up reapproval procedures. Set Up PO Invoice Margin Tolerance For the system administrator, setup is a two-part process utilizing selection criterion specification and approval hierarchies. Set Up Self-Approval in Approval Hierarchies Use the following steps to set up self-approval in approval hierarchies. Run the Approval Hierarchy Configuration Health Check Script Use these steps to run the script. Parent Topic: Admin Steps HomeMaconomy User Guides Concepts GuideAdminAdmin StepsApproval Hierarchies Steps
Approval Hierarchies Steps Use these procedures for approval hierarchies-related setup. Related Topics:Approval Hierarchies Example Workflow Use the various tabs and panels in the Approval Hierarchies workspace of the Setup module to set up approval hierarchies and to make changes to existing hierarchies. Set Up Approval Hierarchy for Job Quotes Use the various tabs and panels in the Approval Hierarchies workspace to set up approval hierarchies for your company’s job quotes. Set Up Automatic Approval for No Specified Approvers A system administrator can set up an approval hierarcy with no specified approvers if needed. Set Up Messages on Approval Hierarchy For the system administrator, you can set up the display of messages as needed for specific approval hierarchies. Set Up Unchanged Line Reapproval For the system administrator, use the “Reapprove” check boxes under the Approval Principles island (Setup > Approval Hierarchies workspace > Approval Hierarchy Rules tab) to set up reapproval procedures. Set Up PO Invoice Margin Tolerance For the system administrator, setup is a two-part process utilizing selection criterion specification and approval hierarchies. Set Up Self-Approval in Approval Hierarchies Use the following steps to set up self-approval in approval hierarchies. Run the Approval Hierarchy Configuration Health Check Script Use these steps to run the script. Parent Topic: Admin Steps HomeMaconomy User Guides Concepts GuideAdminAdmin StepsApproval Hierarchies Steps