Unimarket Rulesets support a specified Approval Group and an Approval Chain. Adding an Approval Group to the ruleset is optional. Since all rules do not require the self approval check.
When a ruleset is triggered, it routes the approval to the identified approval group (if specified). To determine if the buyer is part of the group.
If the buyer is a part of the group. The approval process will determine if the requisition is below the buyer's self approval limit.
If it is not within the buyer's self approval limit, it will continue on to the delegated approval chain within that ruleset.
Note: Using Group Self Approval in place of the broader Self Approval rule, will only trigger self approval according to the specified rulesets. |
The following needs to be established, during configuration:
- Users are setup with Self Approval Limits and
- Rulesets need to be configured to contain both Groups and Chains
Group Self Approval can be used when the community desires to provide users with the ability to self approve for specific account codes or projects (rather than for all). It should be used in place of the Self Approval step in the process.
Example
Tim is a project team member on project ABC23501. The community wants to give project team members the ability to self approve project expenses up to $200. To do this the Self Approval limit on users is set to $200.
Tim is put within the group ABC23501-TM and therefore if he is purchasing the rule will look firstly at ABC23501-TM to see if he is part of that group.
If he is part of the group and the purchase is below his self approval limit of $200, then the requisition will be self approved.
If he is not in ABC23501-TM OR the value is greater than $200, then it will route to the delegated chain ABC23501 (as per standard process).
If no group is provided then that rule will simply progress to the delegated chain.
The image below is how the added group will appear once imported in Unimarket, utilizing the instructions below:
Add Group(s) Ruleset via Import
To add group(s) ruleset via import, go to the Administration module > select Approvals > click the desired rule name.
Click More Actions > select Import Rules > click Download Template.
Refer to the chart below for the CSV file format requirements.
Group | Chain | Format | Part 1 Type | Part 1 Value | Part 1 Lower | Part 1 Upper |
IT Approval | ITSpend | GL | VALUE | IT123 | ||
ABC23501-TM | ABC23501 | PROJECT | VALUE | ABC23501 |
Once the file has been updated, save the file in CSV format >select More Actions > click Import Rules > select Browse > click the desired update file > select OK.