Check Request Approver

To specify a Check Request approver:

New

1. In the expanded Tree Menu, select Organization Buying Organization Name | Attributes | Workflow | Approvers | Check Request Approvers.

The Advanced Administration Application displays the Check Request Approvers form with, for each existing approver:

• Action
• Approval Order
• Approver Name
• Approval Limit
2. Click [New Approver].

The Advanced Administration application displays the Check Request Limit Approver Modify Approver form, containing:

• Approval Order - non-editable label
• Approver Name - click [Change] to select an approver.
• Approval Limit - editable text box
3. Click [Change]

The Advanced Administration application displays the Change Approver form.

4. Select an Approver Type, either Individual Approver or Approval Group.
5. Click in the Approver text box, and type all or part of a user or Approval Group's name, or use Wild Card Characters.
6. Click [Search].

The Advanced Administration Application displays a Results list of all qualified users or Approval Groups that match your query.

7. Click on a user's or Approval Group's name and click [Select].

The Advanced Administration Application re-displays the Approver form with the selected approver or Approval Group's name.

8. Click in the Approval Limit text box, and type a numeric value in the currency used by the Buying Organization.
9. Click:
• [Save] to save the entered data and leave the form, or
• [Cancel] to leave the form without adding a new approver.

Edit

1. In the expanded Tree Menu, select Organization Buying Organization Name | Attributes | Workflow | Approvers | Check Request Approvers.

The Advanced Administration Application displays the Check Request Approvers form with, for each existing approver:

• Action
• Approval Order
• Approver Name
• Approval Limit
2. Click Edit beside an approver's name.

The Advanced Administration application displays the Check Request Limit Approver Modify Approver form, containing:

• Approval Order - non-editable label
• Approver Name - click [Change] to select an approver.
• Approval Limit - editable text box
3. Click [Change]

The Advanced Administration application displays the Change Approver form.

4. Select an Approver Type, either Individual Approver or Approval Group.
5. Click in the Approver text box, and type all or part of a user or Approval Group's name, or use Wild Card Characters.
6. Click [Search].

The Advanced Administration Application displays a Results list of all qualified users or Approval Groups that match your query.

7. Click on a user's or Approval Group's name and click [Select].

The Advanced Administration Application re-displays the Approver form with the selected approver or Approval Group's name.

8. Click in the Approval Limit text box, and type a numeric value in the currency used by the Buying Organization.
9. Click:
• [Save] to save the entered data and leave the form, or
• [Cancel] to leave the form without adding a new approver.

Delete

1. In the expanded Tree Menu, select Organization Buying Organization Name | Attributes | Workflow | Approvers | Check Request Approvers.

The Advanced Administration Application displays the Check Request Approvers form with, for each existing approver:

• Action
• Approval Order
• Approver Name
• Approval Limit
2. Click [Delete] beside an approver's name to remove that approver.

The Advanced Administration Application requests confirmation and then removes the approver from the list.