Approvals in the system are configured and managed by users with the Community Administrator or Approval Administrator role.    Prerequisite Before configuring approvals, ...

Users with the Community Administrators or Approval Administrator role can access and configure the general approval settings for the community.   Accessing Approval Setti...

Unimarket offers a diverse range of approval configurations. To suit different organizational needs, from high-level departmental routing to specific line-item budget check...

Approval levels define the maximum dollar value, a user can clear (approve). These levels are crucial for members of approval chains (i.e. delegated approvers). And can al...

Approval Groups allow for flexible routing by assigning approval steps to a collective group, rather than an individual. This ensures that any member of the group, can prov...

Approval Chains are hierarchical routing structures. That direct requisitions to the appropriate approvers, based on dollar value. The requisition moves through the chain,...

When a community is configured to route approvals by Account Codes. Requisitions are directed to specific approval chains based on rules defined, in the Rulesets tab. These...

This article explains how the approval process works from submission to final decision. Including common Unimarket user roles involved, approval stages, and status changes....

Group Self Approval is a specialized configuration that allows users to self-approve requisitions. Only for specific account codes, projects, or departments; rather than fo...

Self Approval is an effective way to streamline the procurement process for low-value items. By allowing requisitions to bypass traditional approval chains, if they fall u...

Users with the Community Administrator role can reorder approval rules within a ruleset. Since rules are executed from the top down, organizing them in the correct order (s...

Integrating a Justification Form into your workflow, ensures that specific purchases or invoices receive the necessary oversight, based on the data provided. Because these...

Approvers may need to review requisitions they approved in the past. Even if the requisition's organization unit, is not currently assigned to their user profile. The follo...

The Public Holiday Schedule feature prevents approval tasks from automatically escalating, on days when the office is closed. This ensures that requisitions do not "time ou...