Creating approval codes and levels

  1. Select Approval Codes.
  2. Click Create.
  3. Specify an approval code and description.
  4. Specify this information:
    Approval Code Used For Non Batched Cash Ledger Payments
    Select this check box to use approval codes for an individual cash ledger payment. This field is used to define maximum approval amounts on approval levels. Maximum approval amount is only used for cash ledger payments.
  5. Select the initial and final approval levels.
  6. Click Save.
  7. To create approval levels, select the Approval Levels tab and click Create.
  8. Specify the order of approvals to route to approvers or approval teams. You can define a maximum approval amount for each approver or approval team. Escalation hours can also be specified.
  9. Specify this information:
    Approver
    Select an approver.
    Approval Team
    Optionally, select an approval team. If a team is selected, then any member of the team can approve the transaction.
    Maximum Approval Amount
    Specify the maximum amount for approvals. This is for cash ledger payments only.
  10. On the Escalation Settings section, specify the number of hours until the approval is escalated to the next approval level or to a specific approval level.
  11. Click Save.