Setup and Manage Delegated Approvals

Setup and manage your delegated approval hierarchy for approving requisitions and invoices.

Articles

  • Approvers Locating Their Approved Requisitions

    Approvers may need to review requisitions they approved in the past. Even if the requisition's Organization Unit (OU), is not currently assigned to their user profile. The ...

  • Approval Configuration Settings

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

  • How to Move a Rule within a Ruleset

    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...

  • Setup & Manage Approvals

    Approvals in the system are configured and managed by users with the Community Administrator or Approval Administrator role. Administrators can access these settings via t...

  • Approval Process

    The system's approval process is configured during implementation to route requisitions by either Org Unit or Account Code.Users with the Community Administrator or Approva...

  • Approval Levels

    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 ...

  • Approval Groups

    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 provid...

  • Approval Chains

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

  • Approval Rulesets (Account Code Approval Rules)

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

  • Self Approval

    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 unde...

  • Group Self Approval Process

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

  • Unimarket Approval Process Configuration Definitions

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

  • Public Holiday Schedule

    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...