Approval by (basket rule)

Approval by (basket rule) - Details

On this page, you can assign an approver to the selected basket rule and change or delete an existing assignment.

Approval by

In this section, you can specify which user should be responsible for approval or accounting checks when this approval rule applies. You can select only one of the available options.

Option	Description
Approval role	All users who are assigned to the selected approval role must approve the order. If the rule applies only to a specific company, only users who are assigned to the approval role for that company must approve the order.
Responsibility	The person responsible for a specific object, such as a cost centre, project or basic contract, must approve the order. This does not necessarily have to be the same object to which the approval rule applies.
User	The selected user must approve the order. Enter the name of the user or search for it.
Superior	The manager of the user who submitted the request must approve the order. The user's manager is entered in the user profile of the user.
Person responsible for cost center	The person responsible for the cost centre that is assigned to the basket or to an individual item in the basket must approve the order or item.
Person responsible for user	The person responsible for the user who submitted the request must approve the order.
Person responsible for project	The person responsible for the project that is assigned to the basket or to an individual item in the basket must approve the order or item.

Note: The system does not check whether the specified approver has actually been assigned in the system. If no user has been assigned for one of the above options, the corresponding part of the rule or the entire rule is ignored and the order is placed. For example, if you select Person responsible for project and no user has been assigned as the person responsible for the project in question, the rule will be ignored.

Additional conditions

In this section, you can specify additional conditions for this approver. If you do not select an additional condition, the approver must approve the order.

Icon	Option	Description
	Approval step	The assignment of approval steps controls the order in which the request is sent to the assigned approvers. For example, if you assign Step 1 to one approver and Step 2 to another approver, the request is first sent to the approver assigned to Step 1. The request is only sent to the approver assigned to Step 2 after the approver assigned to Step 1 has processed it. Note: By default, two approval steps are provided. If you require further approval steps (up to a maximum of 10), you must purchase the appropriate licence.
	For information only	Activate this option if the approver should be informed of the request, but should not be able to approve or reject the request.
	Approver can modify order	Activate this option if the approver should be able to make changes to the request. For example, if this option is activated, the approver can change the quantity, accounting data or addresses or, for freeform orders, he can change the basic contract from which the item should be ordered.
	Mark approval entry as important	Activate this option to emphasize to the approver that the approval is important. The icon is displayed in the lobby and the approvals list.
	Account assignment verification	Activate this option if the approver should check the accounting data. Accounting checks do not prevent further processing of the request. Accounting data can be checked and changed at any time. Note: Only changes to the accounting data are permitted. The basic contract and quantities cannot be changed. If you activate this option, no approval is required and the option For information only is automatically activated. If the request should also be approved, you must assign another approver to the rule.

Approval by (basket rule) - Details

See also