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How to define specific approval steps based on the Expense Type and corresponding Expense Item amount.

I would like to define specific approval steps based on the Expense Type and corresponding Expense Item amount.As an example, approval required if amount of Car Rental expense exceeded XXX $.

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  • Best Answer
    Posted on Aug 29, 2013 at 10:58 AM


    Hi Cryssal,


    You can follow the steps below to define your specific approval steps.


    Go to the Business Configuration Work Center.

    Go to the Implementation Project view & Open the Activity List.

    Find the activity Set Audit and Approval Process for Expense Reports <Country>.

    Add a row, and enter the Expense Type CAR - Car Rental, Amount XXX $, mark for Approval Required.

    Save your entries.

    Go to the Application and User Management Work Center.

    Open Approval Process: Expense Report.

    Add Condition, Expense Type Approval Configuration is Equal to Yes.

    Maintain Work Distribution & Save your changes.

    Activate the process with required date/time.

    Once the above setup is completed, expense Report will trigger and approval task, if expense Car Rental goes beyond XXX $.


    I have also attached the document 'Setting Up The Approval and Auditing Process' for detailed information.


    Best Regards,

    Rahul Mishra

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