You can map an Approver to an Approver Role for a specific Tenant. The configured Approvers become a part of the Approval Matrices.
- Select Procurement > Configuration > Approval Matrix. The APPROVAL MATRIX page is displayed.
- On the ACTIONS panel of the APPROVAL MATRIX page, click MAP APPROVER. The MAP APPROVER pop-up page is displayed.
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Figure: MAP APPROVER pop-up page
- On the MAP APPROVER pop-up page, specify all the required information. For more information about the fields on the MAP APPROVER pop-up page, see Field Description.
- Click SUBMIT.
Field Description
The following table describes the fields on the MAP APPROVER pop-up page:
Field | Description |
---|
Tenant | Select the Tenant for which you want to configure the Approval Matrix. |
Approver Role | Select the role of the Approver from the drop-down list that you want to map with an Approver. You can either select the System Defined Roles or the User Defined Roles. - System Defined Roles: These Approver Roles are displayed in the Approver Role drop-down list, by default.
- User Defined Roles: These Approver Roles are configured on the APPROVER ROLE pop-up page (See Configuring Approver Role 1).
|
S Department | Select the Department from the drop-down list. This option becomes enable only when Approver Role is selected as S-Department Head. |
S-Group | Select the Department from the drop-down list. This option becomes enable only when Approver Role is selected as S-Group Head. |
Include Inactive Records | Select the check box to display the inactive records along with the active records. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVAL MATRIX page for mapping approver.
PRINT
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