Approval Routing Rules

The baseline Transform AP application supports approvals based on a business unit/object
account/amount/currency combination. For example, in referring to the table below, an invoice coded 1101.12345 for 12,500/USD will be routed to three different users for example: Harry_u, Ken_b and Sarah_O. A particular user may be in this table numerous times as required.

Approval Routing Rules

Additional routing rules can be configured to include a minimum number of approvers, regardless of amount. This can result in an invoice going directly to the highest dollar approver, thus eliminating the need for every user in the sequence to grant approval. Alternatively, setting a minimum number of approvers lower than the highest dollar approver or above the highest dollar approver can also be configured.

A standard minimum amount can be set, on a per currency basis, that doesn’t require any approval. For example, if set to $25/USD, any invoice with an amount less than $25 only requires the coder to complete. Thus, the invoice is not routed for approval but simply updated in the EnterpriseOne Work Queue for further processing.