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

[Former Member]

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 $.

[rahul_mishra7 · Accepted solution]

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