1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Approval User Setup, then choose the related link.

  2. Create a new line on the Approval User Setup page, then fill the fields as described in the following table.


    FieldDescription
    User IDSelect the user ID of the person involved in the approval process.
    Salespers./Purch. CodeSpecify the salesperson or purchaser code that applies to the user.

    You typically fill in the Salespers./Purch. Code field if the salesperson or purchaser responsible for the customer or vendor is also the person who must approve the sales or purchase request in question.
    Approver IDSelect the user ID of the person who must approve requests made by the person identified in the User ID field.
    Sales Amount Approval LimitSpecify the maximum sales amount in local currency (LCY) that the person identified in the User ID field can approve.
    Unlimited Sales ApprovalSpecify that the person identified in the User ID field can approve all sales requests regardless of the amount.

    If you select this check box, you can't fill in the Sales Amount Approval Limit field.
    Purchase Amount Approval LimitSpecify the maximum purchase amount in LCY that the person identified in the User ID field can approve.
    Unlimited Purchase ApprovalSpecify that the person identified in the User ID field can approve all purchase requests regardless of the amount.

    If you select this check box, you can't fill in the Purchase Amount Approval Limit field.
    Request Amount Approval LimitSpecify the maximum amount in LCY that the person identified in the User ID field can approve for purchase quotes.

    To use this field, you must select the Approver Chain option in the Approver Limit Type field on the Workflow Response page.
    Unlimited Request ApprovalSpecify that the person identified in the User ID field can approve all purchase quotes regardless of the amount.

    If you select this check box, you can't fill in the Request Amount Approval Limit field.
    SubstituteSelect the user ID of the person who will approve requests made by the person identified in the User ID field, if the user in the Approver ID isn't available.

    Note: The substitute can either be the user in the Substitute field, the direct approver, or the approval administrator, in that order of priority
    EmailSpecify the email address of the person in the User ID field.
    Approval AdministratorSpecify the user with rights to unblock approval workflow, such as by delegating approval requests to new substitute approvers or deleting overdue approval requests.

    • To test the approval user setup, choose the Approval User Setup Test action.

    • Repeat steps 2 and 3 for every person you want to set up as an approval user.