Configure approval rule for a delegate
Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval.
Before you begin
Role required: sn_shop.procurement_administrator
About this task
[Omitted video] Description: Shows how to configure an approval rule for a delegate.
In Shopping Hub, when a delegate checks out on behalf of the delegator, the default workflow assumes the delegate has full permissions to submit purchase requests (PRs). However, you can configure an approval rule to ensure that the first approval request is sent to the business owner (delegator). This configuration enables the delegator to review the approval request and decide whether to approve or reject it.
Procedure
Navigate to All > Sourcing and Purchasing Automation > Administration > Approval Rules.
In the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System-generated unique identifier for the approval rule. |
| Name | The name you assign to the approval rule. |
| Active | Option to enable the approval rule. |
| Approving object | Object you’re seeking approval for. Select Purchase Requisition. |
| Approving line | Approving object line that you're seeking approval for. For the Purchase Requisition object, the approving line is defaulted to Purchase Line. |
| Approval rule type | The type of approval rule that determines how approval plans are generated and routed when conditions are met.The following options are available: - Dynamic Users or Groups - Managerial Job Code Hierarchy - Managerial Hierarchy - Specified Users or Groups |
| Base approvals on | Purchase requisition fields that you want to base your approvals on. Select the Business owner field and move it from Available to Selected. |
| Allow automatic approval | Option to allow automatic approval.Note: Ensure that you deselect this option. |
| Approval trigger conditions | Conditions based on the approving object that determine the conditions under which an approval plan is created.See the following image to understand the approval trigger conditions you need to configure. |
Approval Rule form for creating a approval rule for a delegate.
- Select Submit.
Parent Topic:Configure delegate for a shopper