| Inhaltsverzeichnis anzeigen |  |
|
|
|
General settings for approval rules
The following standard settings are available for all approval rules, with the following exceptions:
- You cannot assign an owning company to a system rule.
- The options No approval required and Always reject are not available for demand start filters.
Setting
Description
Name
Name of the approval rule. Assign a name that is as descriptive as possible so that you can easily recognise the purpose of the rule. Approval rule names must be unique within the system.
Owning company
Name of the company that is responsible for administering the rule. Enter the name in the input field or search for it.
Note: The owning company is not necessarily the company for which the rule applies. The company for which the rule applies is defined in the conditions of the rule. The owning company simply determines which company administrators may view and make changes to the rule.
The company administrator of a subsidiary company cannot edit the rules of the subsidiary's parent company. The company administrator of a parent company, however, can edit the rules of its subsidiary companies.
No approval required
Activate this option if orders or invoices to which the rule applies do not require approval. If you activate this option, you do not have to assign approvers to the rule.
This option applies only if no other rules are found for the order or invoice, or if this option is also activated for all other rules that apply to the order or invoice. This means that if one rule is found for which this option is not activated, all other rules with this option are ignored.
This option may be used to override other rules, because rules assigned to specific users take precedence over rules assigned to other objects, such as companies or projects.
For example, if an approval rule determines that all orders for a specific cost centre must be approved by the cost centre manager, the manager must approve his own orders for this cost centre as well as those from other users. To avoid this situation, create an approval rule for the cost centre manager and activate the option No approval required.
Always reject
Activate this option if orders or invoices to which the rule applies should always be automatically rejected. If you activate this option, you do not have to assign approvers to the rule.
This option applies even if other rules are found for the order or invoice for which this option is not activated. This means that all other rules for which this option is not activated are ignored.
Exception: An approval rule that is defined for an individual user ignores the rule defined for that user’s company. In other words, if no approval is necessary for an individual user’s order, but conversely the rule for that user’s company provides for a specific approval procedure, the rule defined for the company is ignored - regardless of the established priorities.
See also
See also |