You can map an Approver to an Approver Role for a specific Tenant. The configured Approvers become a part of the Approval Matrices.
To configure Approver Role:
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.
Figure: MAP APPROVER pop-up page
On the MAPAPPROVER 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 MAPAPPROVER 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 APPROVERROLE pop-up page (See Configuring Approver Role).
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 APPROVALMATRIX page for mapping approver.
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