Admin Setup -  Accounts Payable Approval Groups

Overview

Approval Groups are used to help manage the Approval process for Vendor Invoices (VIs). These groups contain lists of approvers and submitters, and help control who should approve each user's entries and in what sequence a series of approvals may occur.

Approval Groups define a People (not project) relationship between AP Managers (e.g., Approvers) and Submitters.  As such, approval groups are referenced in the People reports to partially govern which users' data an AP Manager can see.  (See Restricting Manager Visibility for more information on that topic.)

Note that in addition to Manager Approvals via these approval group settings, you can also define Project and Customer approvers, who can conduct approvals on a project by project basis.  See Project Approvers for more information.

Roles

This screen is available to users having the Administrator, HR Administrator, or P&R Administrator role.

License

This screen is available with any Unanet license.

 

Topics covered on this help page include:

 

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Approval Group Overview

An Approval Group can have zero to many Approvers.  The Approval Groups may contain a list of VI Submitters.  A user may be associated with different Approval Groups for each approval type.  Users can be associated as submitter via this approval group maintenance screen as well as via the Administrative People Profile screen.

When a user submits their item (e.g., VI), the control of that item is passed to the first person in that person's Approval Group.  As the item gets approved, it continues through all the managers in that Approval Group (from top to bottom as displayed on the screen) until everyone has approved that item.  At that point, the item is set to COMPLETED.   If an item is ever disapproved by any manager, control is always passed back to the owner of the item and the entire approval process must be done again.  

There are several steps needed to create this approval process:   

 

Note: Unanet has an email notification feature that sends a customized email message to each manager as they gain control of an item they must approve.  A copy of that email message is sent to the owner of the item. Email is an option that can be turned off both at the Unanet System level or on an individual basis. You must select Receive Purchasing Notification E-mails in either User Preferences > Purchasing tab or People Profile > Purchasing tab in order to receive the emails. Also, VI Manager Submit must be active under Admin Setup Email Notifications.


Example Accounts Payable Approval Groups maintenance screen:

There are several screens used to maintain approval groups.  Initially, you will be presented with the Approval Group Search/List screen, which will allow you to search for and list existing Approval Groups.

Search tab

Field Descriptions (click on a link below for additional information):

 

 

List tab

Field Descriptions (click on a link below for additional information):

 

Once an Approval Group has been created, you can manage the details for the group via the edit icon () on the list.


Summary Tab

The summary tab is used to modify the name and description of the approval group.

Field Descriptions (click on a link below for additional information):

 

 


Approvers Tab

The Approvers tab is used to add and remove approvers to this approval group.

Add Approvers

To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list.  Select one or many Available People and click on the right arrow button.  

Note that in addition to adding an approver to an approval group, using the up and down arrows you can control the sequence in which the AP Manager approvals will occur (from top of the list to the bottom).  This reflects the default system behavior.  

Check out the Dynamic Approval Sequence help for more information about additional approval options with expense approval sequence.

Remove Approvers

Similar to adding an approver, in order to remove an approver from a group, simply select the desired entries in the Approvers list and click on the left arrow button.  

Field Descriptions (click on a link below for additional information):

 

 


VI Submitters Tab

The VI Submitters tab is used to add and remove AP User or AP Poster users to this approval group. The VI Submitter can be in multiple approval groups.

Add Submitters

To associate a user as a VI submitter to the current approval group, use the filter to populate the Available People list.  Select one or many Available People and click on the right arrow button.  

Remove Submitters

In order to remove a submitter from a group, simply select the desired entries in the Submitters list and click on the left arrow button.  

Field Descriptions (click on a link below for additional information):

 

 


Effects of Approval Group Changes

When changing approvers in an approval group or changing which approval group a user submits to, the system will take measures in an effort to prevent any items pending approval from being stranded in an approval queue.  This applies to submitted time, leave requests, expense reports and expense requests.

Changes to Approvers

 

Changes to Submitters

  

When changes occur, email notifications will be sent and the Approval History will reflect a comment indicating that a change to an approval group was the cause of an item being resubmitted.

 

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