How to create sequential approvals for Supplier Invoices.

This feature enables sequential manager approvals for a single transaction entry and defines manager approvals based on rules created.

Steps:

Navigate to SET UP FILES > Approval Settings.
Click on Manager Approval Scenarios on the top right side of the page.
Click New Scenario.
Enter the following information.

Maria Large Knowledge Base Template -Jul-31-2023-02-46-40-4358-PM

Field	Description
Office	Select an office.
Transaction Type	Select Supplier Invoices.
Show inactive lines?	Check to view inactive approval sequences.
Sequence	Enter the order of approvals as defined by the company's approval rules.
Approval Data Type	Select the data type Billable Cost Billable Cost Exceeds Estimate Non - Billable Cost Non- Billable Cost on Billable Client Non- Billable Cost not on Billable Client
Description	Enter a description (the description entered can be the same as the approver type).
Minimum Amount	Enter the minimum amount (if applicable).
Approver Type	Select an approver type Specific Approver Transaction Creator Supervisor of Transaction Creator Approver Nominated on Transaction User Access Group Job Manager Job Production Manager Department Head
Specific Approver	Enter the name of a specific approver (if applicable).
User Access Group	Select a specific group to approve the purchase order (if applicable).
Message on Submit	Click on the arrow and select from one of the following options to receive notifications on submitted transactions. No message or email Send message only Send message and email To learn more about how to receive notifications on approval scenarios, click here.
Message on Approval	Click on the arrow and select from one of the following options to receive notifications on approved transactions. No message or email Send message only Send message and email To learn more about how to receive notifications on approval scenarios, click here.
Active	Check the box to keep the line item active.

5. Click SAVE.

Approval sequences can be created for each approval data type.

Once Approval Scenarios are created, it is important to note that switching back to the old workflow is not possible.