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Former Member

Expense Approval Process - Direct Approvers

Hi Experts,

I have a situation whereby we have created an approval rule, by using the Direct Approval option. That all expenses created by the CEO will need to be forward to a CFO for approval. However when the CFO approves the expense, the document is routed back to the CEO for approval. This is happening because the Org Structure, the CFO has a reporting line to the CEO. Is there a way in this situation the Org structure is ignored. Keeping in mind if a CFO creates an expense report, the CEO will be notified to approval the expense report.

Below is a picture of the rule I'm using

I have also configured the system whereby managers cannot self approve there own expense it must be approved by a higher line manager as defined by the Org structure.

Any advice will be appreciated. Thanks

Antonio

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2 Answers

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    Former Member
    Jan 08, 2015 at 08:35 AM

    Hi Antonio,

    I see that you are maintaining multi-step approval process here as per your screenshot, MSA process is only supported in SAP Cloud for Travel & Expenses & due to technical reasons it is visible however it is not officially released.

    There should be only one step

    The work distribution is Approver of highest cost ( or ) line manager of employee

    The condition has to be expense report Approval Configuration Equal to Yes.

    Once the conditions are defined in the above manner and check how the approval process & after that if you find any discrepancy post a thread or report an incident.

    Thanks

    Lokesh Sharma

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    Former Member
    Jan 29, 2015 at 04:18 PM

    Hi Antonio,

    You said you have also "configured the system whereby managers cannot self approve there own expense".

    Can you please tell me how you did those configurations? In frontend or via PDI ?

    Thank you!


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