Approval levels define the maximum dollar value, a user can clear (approve). These levels are crucial for members of approval chains (delegated approval). And can also be assigned directly to a user's profile for "self-approval" limits.

If a requisition's value falls within a buyer's self-approval limit. The requisition is automatically approved and sent to the supplier immediately.

Users with the Community Administrator or Approval Administrator role, can view and manage the community's approval levels.

Accessing the Manage Approvals Screen

1. Navigate: Go to the Administration module > select Approvals.

2. Levels Tab: Click the Levels tab.

Adding and Editing Approval Levels

Adding a New Approval Level

1. Enter the Name for the new level.

2. Enter the Limit (dollar amount) for the level.

3. Select Add.

Editing an Approval Level

Approval Levels cannot be updated after creation; they can only be deleted.

If you need to change the limit amount:

1. Delete: Select Delete next to the existing level to remove it. This is only possible if the level is not currently in use within an Approval Chain or as a self-approval limit.

2. Recreate: Create a new level by entering the desired Name and the corrected Limit, then select Add.

Once created, the Approval Level can be used within an Approval Chain. To set the authorization limit for delegated approvers.

Assigning Self-Approval Levels

An Approval Level can be assigned to a user by Editing a User. To set a limit for purchases that do not require delegated approval.