Unimarket uses hierarchical approval chains containing approvers and their delegated approval limit. Chains are mapped to either account codes or an organization unit (see below). At checkout, when an account or organization is used, the correct chain (or chains) will be selected and the requisition is routed to a user or group in the chain with sufficient delegation.
Approval integration is used when you want to update Unimarket with approval chains, groups and financial delegations (limits) from an external system like your ERP. The update is typically triggered on a periodic basis such as once every night to ensure Unimarket and the external system are in sync.
The message used is the Approval-Configuration-Request. It contains a series of optional elements depending on what information you want to manage via the integration versus in the system.
|Global Configuration Options
|Used to configure the general approval configuration options such as wait period and reminder period.
Leave this element out of the message if you want to manage the configuration in the system.
|Levels are the dollar amounts allocated to approvers - their financial delegation. They have a Name and a $Limit. They must be unique.
If this element is in the message the existing Levels in the system will be replaced.
Leave this element out of the message if you want to manage Levels in the system.
A chain contains a hierarchical list of users and/or groups. Groups should be used if you want a group of users at a point in a chain (any of the group can approve). Groups can also be used if you want the group to represent role occupied by a user so that the person occupying the role (group) only needs to change and not the chain itself e.g. 'CFO'
Group names must be unique.
If this element is in the message the existing Groups in the system will be replaced.
Leave this element out of the message if you want to manage Groups in the system.
Approval chains are the mechanism to route approvals up a hierarchical list of delegated approvers with financial delegations.
Approval chains contain a list of approvers and/or approver groups. Their names must be unique.
If this element is present in the message, any existing approval chains will be replaced.
|Organization Unit Mapping
Provides the ability to map chains to organization units so that the correct chain is selected when an organization unit is used.
Only used if organization based approval configuration is required. If account code based approval routing is used then this element should be omitted.
|Used to define user's self approval limits.
If this element is present in the message, any other users' self approval level will be removed.
Technical details and example messages can be found here: