Enter Voucher Approvers
Explanation
This activity is used to enter information related to voucher approvers or
approver groups. The specified approvers/approver groups will be used in the
voucher approval workflow. The approver/approver group should always be
connected to a user ID and an approval combination rule. It is also possible to
define a maximum amount the approver/approver group is authorized to approve in
accounting currency.
When the approver details are defined for an approver group, any user connected
to the approver group can perform the voucher approval. The code string
combination and maximum allowed amount for an approver group will be overridden
by the instructions given to a user who is connected to the approver group.
Prerequisites
In order to perform this activity:
- Approvers should be connected to the company in Users per Company
window.
- There should also be approval combination rule defined in the
Approval Combination Rule window.
- If the details are defined for an approver group, the group should be
defined in Approver Group window.
System Effects
The defined approver/approver group will have the possibility to perform the
voucher approval when the voucher type is selected with voucher approval
workflow.
Window
Voucher
Approvers
Related Window Descriptions
Voucher Approvers
Procedure
Use the following procedure to define voucher approvers;
- Open the Voucher Approvers window.
- In the Approver field, enter the identity of the approver or
select a value from the List of Values.
- If the Approver Group is used for the approval process, enter the
approver group in the Approver Group field. You cannot define an
approver and approver group in the same row.
- Use the List of Values to select the approval combination rules that the
approver/approver group belongs to in the Approval Combination Rule
field.
- Enter the maximum amount in accounting currency that the
approver/approver group is allowed to approve in the Max Amount in Acc
Curr. field. The amount is not for a particular voucher row but is the
total for the voucher. The amount is an absolute amount which will be the
total of debit/credit postings of the voucher.
- In the Valid From filed enter the beginning date from which the
approver/approver group will be effective.
- Save the information.