Approval Request/Response Integration

  • Updated

The Approval Request / Response messages facilitate a two-way, real-time integration. That allows Unimarket to retrieve approver information directly from an external ERP or Finance system, as a requisition progresses.

 

How it Works

When a requisition is created and routed for approval, Unimarket triggers an integration request to the external system to identify the next required approver. This process repeats at each step of the workflow, until all necessary approvals are secured.

 

Use Cases

This integration is an ideal alternative to the standard Approval Configuration Request (loading master data) in the following scenarios:

  • Dynamic Rules: The organization has highly complex approval logic in their ERP that would be difficult or inefficient to replicate within Unimarket.

  • Single Source of Truth: The customer prefers to keep all approval data and hierarchy maintenance exclusively, within their external Finance system.

  • Reduced Maintenance: It removes the need to perform regular bulk uploads of approval groups, chains, and rulesets into Unimarket.

 

Comparison of Approval Methods

FeatureMaster Data Upload (File Automation)Approval Request Integration
Data LocationLoaded into UnimarketStays in ERP/Finance system
ProcessingRules evaluated by UnimarketRules evaluated by external system
SpeedInstant evaluation within the appDependent on external system response time
ComplexityBest for standard hierarchiesBest for complex, dynamic logic

 

Technical Requirements

  • Communication: This is an active, real-time integration point requiring a stable connection via the Workato On-Premise Agent or Unimarket Connector.

  • Response: The external system must respond with a valid approver identity, that exists within the Unimarket community.