Configuring Approver Role

Owned by Enterprise IT
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
2 min read
 SummitAI Procurement
Procurement


You can configure an Approver Role. The Role that you configure is mapped to an Approver.

To configure Approver Role: 

  1. Select Procurement > Configuration > Approval Matrix. The APPROVAL MATRIX page is displayed.
  2. On the ACTIONS panel of the APPROVAL MATRIX page, click APPROVER ROLE. The APPROVER ROLE pop-up page is displayed.

    APPROVER ROLE page
    Figure: APPROVER ROLE page

  3. On the APPROVER ROLE pop-up page, specify all the required information. For more information about the fields on the APPROVER ROLE pop-up page, see Field Description.
  4. Click SUBMIT.

Field Description

The following table describes the fields on the APPROVER ROLE page:

Field

Description

Approver Role

Specify the Approver Role that you want to configure.

Active

If selected, the Approver Role becomes active.

Include Inactive Records

If selected, the inactive Approver Role configurations are displayed with the active Approver Role configurations.