Approvals will route by Org Unit (i.e. organization account codes) or Account Code. The approval process will be designed by your Community Administrators during the implementation process.
To make adjustments to the approval process, please contact your Unimarket Customer Success Manager.
Users with the Community Administrator or Approval Administrator role can view the community's approval process.
View Community Approval Process
To review the community's approval process, go to the Administration module > select Approvals > click the Process tab.
Depending upon the community's approval types, the Approval Type field will display each transaction's approval process.
Approvals Process
By Org Unit
Approvals will be based on the buyer's Org Unit. If the buyer belongs to multiple Org Units, they will select the appropriate one during the checkout process.
Below is an example of a user who created a requisition that is above their designated Self-Approval level. The approval routed based upon the designated org unit.
The Approvals tab within the requisition displays the approval routing, according the designated approval chain, based on the Org Unit.
By Account Code
Approvals will route to a specific approval chain based on the account code used.
Below is an example of a user who created a requisition, that is above their designated Self-Approval level. The approval routed based upon the designated account code.
The Approvals tab within the requisition displays the approval routing, according the designated approval chain, based on the Account Code.