INFlow tab
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. 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. 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. 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. |
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. 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. 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. |
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. | |
Approval Limits Feature
If you want to use the Approval Limits feature (which can be enabled in INFlow Preferences), then set the following field values:
Purchase Approval Limit under Human Resources tab.
Supervisor value under Primary Information section.
The transaction amount is checked against the value defined in Purchase Approval Limit field:
If Transaction Amount < Purchase Approval Limit, then approval workflow is triggered to find the next approver as per Approval Matrix.
If Transaction Amount > Purchase Approval Limit, then, once the approver approves the transaction, Employee’s Supervisor is set as the next approver, without changing Approval Status.
If there is no Supervisor found, then #1 is followed.