Approval Process Blueprint

As a Workflow Approval administrator, you may be setting up the hierarchy of Buying Organizations. Or, you may work in conjunction with another system administrator who creates the structure. Before you begin configuring your Workflow Approval system, it is helpful to draw a Buying Organization hierarchy chart showing all parent and child organizations. Check off the rules for each Buying Organization, plan the approval steps and select approvers for each Buying Organization on each level as follows:

1. Identify each Buying Organization required within your approval hierarchy. Starting with your Buying Organization 1 level, consider the hierarchy that a Shopping Cart will need to travel down.
2. For each Buying Organization, consider which rules will be enabled or disabled. Mark each rule next to its Buying Organization as either enabled or disabled.
3. For each rule enabled, consider whether approval step should be parallel or serial. Identify these steps by drawing them side-by-side for serial approval steps, or list independent parallel approvers vertically.
4. Fill in the specific name of each approver for every rule at every level until your chart has been completely filled in. Also note the scope of each approver / approval group. Use (B) for approvers / approval groups with Buying Organization scope or (SB) for approvers / approval groups with SuperBorg Scope. For more information on Scope see Access Control in the Overview Help module.
5. Consider whether or not the approvers / approval groups will approve child Buying Organizations, or if another approver / approval groups should be assigned at a lower level.

Once your chart is complete, configuring your Workflow Process in the Procurement application will be a simple matter of implementing your design.