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Administrator Guide
Last Updated: 2025-08-22
Set Up Routing through a Management Chain

Set Up Routing through a Management Chain

  • Configure the
    Supplier Invoice Event
     business process and security policy in the Supplier Accounts functional area.
  • Configure the Supplier Invoice Designated Approver security group on the Approval and Review steps of the
    Supplier Invoice Event
     business process to route the invoice to a designated approver.
You can route supplier invoices for approval through the management chain of a supervisory organization.
  1. Access the
    Edit Tenant Setup – Financials
     task, and select the
    Enable Management Approval Chain Routing
     check box.
    Security:
    Set Up: Tenant Setup - Financials
     in the System functional area.
  2. Access the
    Create Calculated Field
     task, and create a calculated field with these settings to identify the manager in the supervisory organization management chain:
    • Business Object
       =
      Event
    • Function
       =
      Aggregate Related Instances
    • Source Field
       =
      Workers Possibly Assigned Next
    • Condition
       =
      Any is True
    • Fields To Aggregate
       = Management level
    Security:
    Custom Field Management
     domain in the System functional area.
  3. Access the
    Supplier Invoice Event
     business process and from the
    related actions
     menu, create these condition rules:
    • A condition rule that uses the calculated field to determine who in the management chain to route the supplier invoice to.
    • A condition rule for each management level group.
  4. Access the
    Supplier Invoice
     business process. Add an
    Approval Chain
     action step to the
    Security Group as Manager
     to start the management chain routing:
    • Add the condition rule you created for the management level group to the
      While Running
       condition on the
      Supplier Invoice
       business process step. If you have multiple management levels for which you want to route invoices for approval, add additional steps for each management level in the business process.
    • If you want to route the invoice to managers on the basis of the invoice amount, create condition rules for the entry threshold.
  5. In the
    Approver
     field of the supplier invoice, enter the name of the worker with the management chain you want to use for approval.
  • Workday initiates the
    Supplier Invoice Event
     business process for review and approval. If the business process definition includes an approval step, reviewers can modify the supplier invoice before they approve it.
  • Workday routes supplier invoices for approval through the management chain you specify.