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Under the INFlow tab of the Employee, select the following INFlow employee preferences:

Vendor Preference

Description

[STA] INFLOW APPROVER

Check this box to include the employee in the INFlow approver list

1ST APPROVER

Select an employee. This will be set as the approver of a transaction if the Approver of related Approval Matrix is set as 1st Approver of Purchase Requester.

2ND APPROVER

Select an employee. This will be set as the approver of a transaction if the Approver of related Approval Matrix is set as 2nd Approver of Purchase Requester.

3RD APPROVER

Select an employee. This will be set as the approver of a transaction if the Approver of related Approval Matrix is set as 3rd Approver of Purchase Requester.

1ST APPROVER (SEARCH)

Select an employee saved search. The approver of a transaction will be selected from the search results if the Approver of related Approval Matrix is set as 1st Approver of Purchase Requester.

Info

 Related feature: [STA] Approval Matrix: ALL APPROVERS MUST APPROVE. When this preference is enabled: All employees approvers returned by the selected search needs to approve the transaction before it goes to the next approval level.

2ND APPROVER (SEARCH)

Select an employee saved search. The approver of a transaction will be selected from the search results if the Approver of related Approval Matrix is set as 2nd Approver of Purchase Requester.

Info

 Related feature: [STA] Approval Matrix: ALL APPROVERS MUST APPROVE. When this preference is enabled: All employees approvers returned by the selected search needs to approve the transaction before it goes to the next approval level.

3RD APPROVER (SEARCH)

Select an employee saved search. The approver of a transaction will be selected from the search results if the Approver of related Approval Matrix is set as 3rd Approver of Purchase Requester.

Info

 Related feature: [STA] Approval Matrix: ALL APPROVERS MUST APPROVE. When this preference is enabled: All employees approvers returned by the selected search needs to approve the transaction before it goes to the next approval level.

Note

Only one of the options for each purchase requester approval level can be used. If both fields for the approver levels are filled out then the user will get an error message (:Both 1st Approver and 1st Approver (Search) fields have values. Enter value for one field.) when the the employee record is saved.

e.g.: If 1st Approver is already selected, the administrator can no longer use the 1st Approver (Search) option.

ELIGIBLE FOR APPROVAL OVERRIDE

Check this box to enable the user to jump over all approval levels and put the transaction into the final approval state.

[STA] ELIGIBLE FOR RETRIGGER APPROVAL

Check this box to enable the user to Re-trigger Approval on the transaction, which sets the approval back to the first stage with status Inflow status as Pending 1st Approval.

RELATED PARTNER

Select the related Partner Record for the employee. This is used for setting up the INFlow portal user access.

Warning

 If a partner record does not exist. Create a new partner record using the same information for the employee record it is being created for.

ON LEAVE

Check this box is the employee is on leave. Then, the value from the Alternate Approver field will be taken by the approval flow as the approver instead of the employee.

Note

 IMPORTANT: This preference and the next 3 preferences are not retroactive. These will not update pre-existing transactions when the on leave preference is updated.

ALTERNATE APPROVER

Select an employee. This employee will be the alternate approver while the current employee is on leave.

[STA] LEAVE START DATE

Define the leave start date. The INFlow approval process will use the Alternate Approver instead of the employee as the approver for all transaction that will be created on or after this date.

[STA] LEAVE END DATE

Define the leave end date. The INFlow approval process will use the Alternate Approver instead of the employee as the approver for all transaction that will be created on or before this date.

Note

IMPORTANT: These employee leave date preferences are not retroactive. These will not update pre-existing transactions when the on leave preference is updated.

 The Update Holiday Schedule page in INFlow portal is updated when the emplouee record is updated.

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