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Approval

An approval is triggered when a "standard approval" pipeline event is executed. See Pipelines.

Approvals apply to requisitions, expense claims, invoice matches, direct invoices, credit notes and receipts.

STEP 1

A transaction is checked against the Approval Profile assigned to the transaction type.

STEP 2

The approval profile then examines the Approval Selector(s) assigned to the profile.

If there are more than one approval selectors assigned, Compleat runs through each selector until it finds a match.

STEP 3

When an approval selector is matched, Compleat calls the Approval Chain assigned to the selector.

 

The configuration and setup of approvals comprises the following components: Approval Groups, Approval Chains, Approval Selectors, Approval Profiles and the Approval Simulator.