Specifying approval information for cost centers

  1. Select Users > Cost Center.
  2. Click the ID of the cost center.
  3. Click the Approval tab.
  4. Click Add Row.
  5. Specify this information:
    Approval Limit
    Specify the maximum amount that a requester can order without requiring approval. For example, if the requester can place orders valued up to 100 in the customer's currency, specify 100 in this field. Any order that is over 100 requires approval. To require approval of all orders, specify 0.
    Order Approvers

    Click the browse button to open the Order Approvers dialog. Use this dialog to select the individuals who can approve orders for the cost center.

    The list includes users who are assigned to the cost center and have a role where the Order Approver feature element is selected. You can select more than one approver. Click the Add button, and then click the arrow to select an individual from the list. If you select an Order Approver, you must specify a value in the Approval Limit field.

  6. To create a multi-level approval flow, click the Add Row button and specify additional approval limits and order approvers. The same approvers can be used in more than one order approval sequence.
  7. Click Save.