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Administrator Guide
Last Updated: 2023-06-23
Example: Configure Automatic Approval for Send Back Lines Business Processes

Example: Configure Automatic Approval for Send Back Lines Business Processes

This example illustrates 1 way to configure automatic approvals for these action steps on the
Expense Report Event
 business process definition:
  • Approve - Send Back Lines
  • Review - Send Back Lines
Your company wants to configure the
Expense Report Event
 business process to enable Expense Partners and Managers to simultaneously approve and send back lines for correction. You also want to streamline the approval process by configuring auto-approvals to bypass additional approvals from Managers who previously approved expense reports.
Configure the
Expense Report Event
 business process and security policy in the Expenses functional area.
  1. Access the
    Expense Report Event
     business process definition for your company.
  2. From the related actions menu of the
    Expense Report Event
     business process definition, select
    Business Process
    Edit Definition
    .
  3. Click
    OK
    .
  4. On the
    Business Process Steps
     tab, add these steps:
    Order
    Type
    Specify
    Group
    b
    Action
    Review Expense Report - Send Back Lines
    Expense Partner
    c
    Action
    Approve Expense Report - Send Back Lines
    Manager
    d
    Approval
    Manager
  5. Click
    OK
    .
  6. From the related actions menu of business process step
    c
    , select
    Business Process
    Maintain Advance Routing
    .
  7. Click
    OK
    .
  8. Select the
    Exclude Prior Approvers
     check box.
  9. Click
    OK
    .
  10. Click
    Done
    .