Approvals Configuration Form
Use the Approvals Configuration form to create approval workflows, which allow you to implement a review and approval process for certain records that you enter in DPS.
You can set up approval workflows and an approval system for the following:
- Absence requests
- Accounts Payable invoices
- Employee expenses
- General ledger budgets
- Item requests
- Purchase order change orders
- Purchase order releases
- Purchase orders
- Purchase requisitions
- Requests for price quotes
- Timesheets
- The steps for an approval workflow and assign the approvers and any conditions that must be met for each approval step.
- Alerts and actions for each step, such as alerts sent when records are ready for approval, when approvals are overdue, when records are approved, and so on.
If you use multiple companies, you set up approval workflows at the system level for use by all companies in your enterprise (on the Approvals Configuration form).
After you create approval workflows, you assign them to an application in the application's settings. For example, for Purchasing or Inventory records, you specify the approval workflow to use on the General and Inventory tabs in Purchasing & Inventory Company Settings.
Sample Approval Workflows for Employee Expense
- Expense Report Default
- Expense Line Default
- Expense Reports & Lines Default
To access these sample approval workflows, use the Approval Name Search lookup in the Search field on the Approvals Configuration form.
Before you can specify a sample approval workflow to use for employee expenses Expense Settings, you must enter an approval administrator for the sample approval workflow in the Approval Administrator field on the General tab of the Approvals Configuration form.
You can modify other settings for these sample approval workflows on the Approvals Configuration form.
To retain a copy of the original sample approval workflow for employee expenses before you modify it for your needs, make a backup copy of it.