If your community has been configured for approvals to be routed by Account Code. Approvals will route to a specific approval chain based on the rules set up on this tab.
The approval rules can be managed individually or in a bulk upload by users with the Community Administrator or Approval Administrator role.
To add a new rule, please reach out to your Unimarket Customer Success Manager.
You can read below to find out more information on Rules and Rulesets or watch this short video:
Access Manage Approvals Screen
To access the Manage Approvals screen, go to the Administration module > select Approvals > click the Rulesets tab.
The Rulesets tab will display all the community's account code rules. Within each rule name is listing of the chains the account code(s) will route to for approval (i.e. rulesets).
These rulesets are applied in order, from top to bottom. So, it may be useful to have a "Catch All" rule (at the bottom) that will catch any account codes not mentioned in the rules.
Additionally, the rulesets can be reordered as desired.
Add An Individual Ruleset (with Any or Single Type Field)
To add a new individual ruleset with Any or Single Type fields, select the rule name.
The designated rulesets (e.g. Account Codes) screen will populate, displaying the list of account codes that will route to assigned approval chains.
To add a rule with Any or Single Type fields, click the Add Rule button > a pop-up window will appear.
In the Chain field, select the desired chain.
If desired, select the desired group in the Group field > In the Format field, select from the available options.
Once a Format option is selected, the Part/Type section will populate.
In the Type field, select Any or Single Value.
- Any: Matches anything (i.e. wildcard)
- Single Value: Matches a single value (case does not matter)
Sample Scenario #1: If the community desires to add any rulesets to their Finance approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:
Sample Scenario #2: If the community desires to add rulesets 650 (single value) to their Finance approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:
Once completed, select Add. To add additional rulesets, select Add More.
To ensure the newly added ruleset is positioned correctly, locate the newly added ruleset > go to the last page > select the up arrow, to ensure it is above the Catch All.
Add An Individual Ruleset (with Range Type Fields)
To add a new individual ruleset with Range Type fields, select the rule name.
In the first line, select +Add Below > a pop-up box will appear.
In the Chain field, select the desired chain.
If desired, select the desired group in the Group field > In the Format field, select from the available options.
Once a Format option is selected, the Part/Type section will populate.
In the Type field, select Range.
- Range: Matches values within a range (case does not matter)
Sample Scenario #1: If the community desires to add rulesets 723-750 (range) to their Facilities approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:
Once completed, select Add. To add additional rulesets, select Add More.
To ensure the newly added ruleset is positioned correctly, locate the newly added ruleset > select the up arrow, to ensure it is the first rule listed.
| Field | Description |
| Format | The account code format you wish to apply to the rule. |
| Chain | The approval chain you wish to route the approvals to for the rule. |
| Part | The parts that make up your account code format. |
| Type |
Any - Matches anything Range - Matches values within a range e.g. 101000-102000 (case doesn't matter) Single Value - Matches a single value (case doesn't matter) |
Export Current Rules and Rulesets
User can export the current approval rules, to review and/or apply updates in bulk, by going to the Administration module > select Approvals > click the desired rule name.
Click More Actions > select Export Rules.
The Job Submitted pop-up box will appear > select the "here" hyperlink.
The CSV file requirements and details are listed below:
| Column Header | Type | Mandatory | Length | Options | Comments |
| Chain | Approval Chain | Y | The name of the approval chain to route approvals to for account codes that match this pattern. | ||
| Format | Account Code Format | Y | The code for the account code format. | ||
| Part1Type | Value | Y | ANY, VALUE, RANGE | The type of matching to user for Part 1. | |
| Part1Value | Text | N | 25 | The value for Part 1 when Part1Type is VALUE. Otherwise blank | |
| Part1Lower | Text | N | 25 | The lower bound for Part 1 when Part1Type is RANGE. Otherwise blank | |
| Part1Upper | Text | N | 25 | The upper bound for Part 1 when Part1Type is RANGE. Otherwise blank | |
| Part2Type | Value | Y | ANY, VALUE, RANGE | The type of matching to user for Part 2. | |
| Part2Value | Text | N | 25 | The value for Part 2 when Part2Type is VALUE. Otherwise blank | |
| Part2Lower | Text | N | 25 | The lower bound for Part 2 when Part2Type is RANGE. Otherwise blank | |
| Part2Upper | Text | N | 25 | The upper bound for Part 2 when Part2Type is RANGE. Otherwise blank | |
| Part3Type | Value | Y | ANY, VALUE, RANGE | The type of matching to user for Part 3. | |
| Part3Value | Text | N | 25 | The value for Part 3 when Part3Type is VALUE. Otherwise blank | |
| Part3Lower | Text | N | 25 | The lower bound for Part 3 when Part3Type is RANGE. Otherwise blank | |
| Part3Upper | Text | N | 25 | The upper bound for Part 3 when Part3Type is RANGE. Otherwise blank |
Import Rules and Rulesets
Once the exported CSV file has been updated, users can import the file by selecting More Actions > click Import Rules > a pop-up box will appear > select Browse > click the desired file > select OK.
| Note: All existing account code rules will be deleted and replaced with the content of the new upload file. |