Field name

Description

SUBSIDIARY

Select the subsidiary where this approval matrix applies

TRANSACTION

Select the transaction type where this approval matrix applies

INACTIVE

Check this box if this approval matrix record should be made inactive

Field name

Description

DIRECT TRANSACTION

Check this box if conditions of this approval matrix record will be applied to the direct transaction (Stand-alone bill or bill credit)

STOCK TRANSACTION

Check this box if the conditions of this approval matrix record will be applied to the stock transaction (PO or Vendor RMA includes stock items).

ITEMS RECEIVED FOR STOCK PO

This check-box identifies whether the items have been received for the stock POs (stock POs are those with inventory/kit/assembly type of items). If items are not yet received but the bill arrives, the script will create a bill under Pending Goods status (or status identified in the approval matrix).

DISCREPANCIES WITHIN LIMITS

This check-box identifies whether the discrepancies between the received and billed items are within limits. The limits can be defined at a Vendor or Item level whereby the former supersedes the later.

PROJECT RELATED

Check this box if this set of conditions apply to the transactions related to a project (it has to be defined in the custom body field by the reviewer first).

PREVIOUS APPROVAL STATUS

Select the previous status for this set of approval conditions.

AMOUNT FROM

Select the lower limit of the PO amount for this set of approval conditions.

(Amount less than zero (0) is supported.)

CURRENCY

This is a read only field.

This field displays the subsidiary's currency in which you should enter an approval amount.

TRANSACTION TYPE

The client can create a custom transaction type list. The client can use this as additional criteria for the approval matrix.

Field name

Description

NEW APPROVAL STATUS

Select the new status to be set on transaction considering this set of approval conditions.

ALL APPROVERS MUST APPROVE

Check this box if all current approvers on the list needs to approve before moving to the next level of the approval matrix.

If unchecked, only one approver in the list needs to approve before moving to the next approval level in the matrix.

The list refers to the current approvers on the bill.

Related Preferences: This preference works woth the INFlow employee leave preferences of the employee record. The current approver list will have the alternate approver if the holiday schedule is active.

On Leave

Alternate Approver

[STA] Leave Start Date

[STA] Leave End Date

APPROVER

Select an approver for this set of approval conditions as defined on the purchase requester's master.

APPROVER (EMPLOYEE)

Select an employee as an approver here. This could be used in case a specific approval is required for a specific classification (e.g. CFO approves in case of Finance Department expenses).

APPROVER (SEARCH)

Select a saved search of a group of approvers from the list. Saved searches must be of employee type.

APPROVER (ROLE)

Select an approver's role.

INFlow searches for all employee’s assigned the selected role.

DYNAMIC APPROVER FIELD ID

On this field, users can set the field id on the bill or bill credit which would contain the value of the next approvers. The field must be of type Employee.

LINE LEVEL APPROVAL COLUMN FIELD

Enter the column field id of the column that contains the record where line level approvers will be sourced from (e.g. department, location, custcol_cseg_csegname).

LINE LEVEL APPROVAL RECORD TYPE

Enter the record type of the record where the line level approvers will be sourced from (e.g. department, location, customrecord_cseg_csegname).

LINE LEVEL APPROVAL RECORD FIELD

Enter the field id of the field that stores the actual approvers who should approve the transaction (e.g. custrecord_sta_appr_1st, custentity_sta_appr_1st).