Wiki source code of 19. Approval Rule Groups

Last modified by Admin User on 2023/06/30 10:26

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		1	Approval Rule Groups assign Approval Plans to users and define the users who fill the Approval Roles used in those plans.
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		3	Each Group can contain __one__ Approval Plan of each type and each user is assigned to __one __Approval Rule Group.
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		5	Upon submission of a requisition, PECOS P2P will look at the Approval Rule Group of the user first looking for a Requisition Plan and then for a Purchase Order Plan, and route in that order.
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		7	A Change Order plan is used when change orders are created and submitted. An Invoice Settlement plan is used when invoices are posted and matched (see __[[The Approval Process>>The Approval Process]]__).
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		9	Warning: If a user is not assigned to an Approval Rule Group their orders will be transmitted to suppliers without any approval. The default assignment for all users is 'Default Workflow' which has a 'Default' approval plan associated to it. It is recommended that this default plan, which resides at the L1 for administration purposes, has a step added to it to route everything to a senior administrator. In this way if a user is erroneously not assigned to an Approval Rule Group, their requisitions will be diverted for review rather than transmitted without approval.
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		11	== [[Creating Groups>>Creating ARG]] ==