Print Topic View/Print Book Previous Page Next Page

Add Ad-hoc Approvers and Reviewers


Ad-hoc Approvers / Approval Groups and Ad-hoc Reviewers are added to the approval chain by existing buyers and approvers after you have set up approval routes and specified approvers for all rules enabled at the Buying Organization level.

Ad-hoc Approvers

When an approver assigns an ad-hoc approver / approval group, they must decide whether the additional approval will occur before or after their own approval. If an approver assigns an ad-hoc approver into the chain before themselves, they relinquish control of the approval. Otherwise, the original approver / approval group retains control and the Shopping Cart continues its path to the ad-hoc approver only after the original approver has approved it.

E-mail notification is sent to an approver or approval group while the approval step is pending. This feature can be turned on or off by selecting Setup | Application Settings, scrolling down the Name column to find Approver Notify and selecting Edit.

Ad-hoc Reviewers

Buyers and approvers / approval groups may add multiple reviewers, provided the reviewer's role contains the "Approve Shopping Cart" privilege. An approver may add a reviewer while the approval is pending in the approver's in-box. The ad-hoc reviewer can then view and comment on the Shopping Cart at any time during the approval process, but may not approve anything.

E-mail notification is sent to a reviewer when they have been added during the approval process, or if they are already a reviewer, once the Shopping Cart is submitted. This feature can be turned on or off by selecting Setup | Application Settings, scrolling down the Name column to find Approver Notify and selecting Edit.


Top of Page