Charge Code Routing template

Use this template to create a business rule that enables project charge code managers to review and approve the expenses for specific project or charge codes. These parameters are displayed on the Parameters tab of the Edit Business Rules screen.

Consider
Select whether to consider cost center codes, project codes or both for review.
Reviewer Selection
Select the reviewer option required for this business rule. A company might require that costs are reviewed and approved by both a project manager and a project director before they are paid. Valid options are:
  • Default reviewers only: Sends documents containing the project or charge codes to the default reviewer for that code.
  • Alternate reviewers only: Sends documents containing the project or charge codes to the alternate reviewer for that code.
  • Default reviewer or, if not found, alternate: Determines if the default reviewer is still active in the system. If not, then documents containing the project or charge codes are sent to the alternate reviewer.
  • Both: Sends documents to both the default and alternate reviewer for the project or charge code.

The routing requirements can be overridden with these check box selections:

Route to owner's approver if charge code has no reviewer
Sends any documents with line items charged to a selected project or charge code to the creator's manager if no active reviewer is assigned to the project or charge code.
Charge code-wise review
Routes a document with line items charged to several project or charge codes to each reviewer for all of the project or charge codes before routing the document to the creator's manager.
Skip owner's default cost center
Prevents a document from being routed to the owner's default cost center.
Ignore exception for no reviewers
Continues to route a document that has exceptions for no reviewers.
Skip reviewer who is also owner's approver
Prevents a document from being routed to a document owner's approver.
To Activity
Select the activity where the document is to be routed if the rule finds a project or charge code that meets the criteria.
Exception Activity
Select the exception activity to which a document is routed based on the Fire On options selected.

The Electronic Signature business rule must be running for this business rule to work properly. Information about who has signed a document is used to determine to whom a document should be routed or returned as it moves through the workflow. See Electronic Signature Policy template.