Approvals

Form ID: (EP503010)

You use this form to approve or reject records of various types that have the Pending Approval status. With this form, you can view only the records that are in your scope, which are the following:

Those assigned to you.
Those assigned to other users of your workgroup.
Those originally assigned to you but now assigned to a different user.
Escalated records assigned to users of workgroups that are at lower levels in the company tree but in the node of your workgroup. See Company Tree and Workgroups for details about the company tree.

Note:

With some types of records, such as expense claims or employee time cards, although you are allowed to approve records assigned to other users of your workgroup, you may not be able to view the details of these records on the corresponding entry forms because of the specifics of the record visibility settings that are effective on these forms.

If the approval map is configured for a particular type of record or a GL transaction so that entering of a reason is required to complete the approval or rejection of the record or GL transaction, these records and GL transactions cannot be approved or rejected on this form. In this case, approvers can use only the corresponding entry form to approve or reject records or transactions of that type.

This form is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

For more information on approval procedures, see Approving Documents.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Approves the records you have selected in the list.
Approve All	Approves all listed records.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected records to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Reject	Rejects the records you have selected on the list.
Reject All	Rejects all listed records.

Table

The table shown on each filter tab contains the list of records that match the criteria of the selected filter tab. The table on each tab has the following columns.

Table 1. Table Columns
Column	Description
Included	An unlabeled check box that you select to include the records in approval processing when you click Approve on the form toolbar.
Type	The type of the record or transaction.
Reference Nbr.	The record's or transaction's reference number, as assigned by the respective numbering sequence assigned to documents of this type.
Owner	The name of the employee who owns the record that is pending approval.
Document Date	The date of the record.
Business Account	The account of the customer or vendor, or of the employee whose record requires approval.
Account Name	The business name of the customer or vendor, or the name of the user whose document requires approval.
Description	The description provided for the record, if applicable.
Details	The details of the record, if applicable. For example, for a time card, information about the reported week is displayed.
Requested Time	The time when approval has been requested.
Currency	The currency of the record or transaction.
Total Amount	The total amount of the record.
Workgroup	The workgroup that owns the record.
Assigned Approver ID	The ID of the employee who was assigned to approve the record.

Table 2. Table Filter TabsEach of the default filter tabs (listed below) has a table whose records may be filtered by certain criteria.
Filter	Description
All Records	Displays the complete list of records that you can approve, including escalated records assigned to users of workgroups that are at lower levels in the company tree but in the node of your workgroup.
My Approvals	Displays the records that are assigned to you for approval.
My Workgroup's Approvals	Displays the records that are assigned to the users of your workgroup.
Reassigned	Displays the records that were originally assigned to you for approval but are now assigned to a different approver.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.