Agents: Approvers (ASL)

when you first enter the configuration screen for approvers, a report is displayed showing your current matrix to change configuration, choose the "configure" tool button approval agents are based on the docuflow classification configuration hierarchy + three additional (optional) elements company code vendor number cost center this means you can use any combination of those before docuflow will move up the classification hierarchy docuflow will use the following order to find a relevant approver, and will continue up the hierarchy combining the agents for a particular approver level classification hierarchy match + company code + vendor + cost center classification hierarchy match + company code + vendor ( cost center = space) classification hierarchy match + vendor (company code/cost center = space) classification hierarchy match + company code + cost center (vendor = space) classification hierarchy match + cost center (company code/cost center = space) and then will continue up the classification hierarchy a classification hierarchy match is any combination of the 6 classification elements, with a space allowed to create your combinations document type + category + location + business unit + department + flag + company code document type + category + location + business unit + department + flag document type + category + location + business unit + department (flag = space) document type + category + location + business unit document type + category + location document type + category document type global rule (everything blank) in each of the above scenarios, you must leave the field blank for it to traverse up the hierarchy, and leaving blanks will allow you to move up the hierarchy each rule found will be appended at the end of agent determination, duplicate agents are automatically removed to a single of that agent if you do not have an invoice with 1 or more classification elements they are considered an empty space example if you do not have a category for an invoice, you can leave category a space and still use location + business unit this rule will be satisfied document type + category + location + business unit based on those elements, up to 5 levels can be configured you may also choose to skip approval for certain invoices that match the elements above, and optionally with a max dollar amount example skip approvals for a particular location and business if the invoice amount is lower than $1,000 00 below is an example of skipping approvals up to and equal to $999 99 from there level 1 approval is amount greater than or equal to $1,000 00 but less than or equal to $1,999 99, going up by thousand dollar increments, with level 5 approval being for any invoice greater than or equal to $5,000 00 if you have the need for more than 1 possible agent for a level, duplicate the entry and use the "line number" field to make the new entry unique you can have unlimited possible agents for an invoice to have more than 1 approval, you can change your dollar amounts to require multiple levels in this example, an invoice would be relevant always to 2 levels of approval because level 5 is set to all amounts above the skip level badi customizing options the following badi customizing options are available for agent determination for information on how to implement, please refer to the section "customizing" later in this document custom role resolution / agent determination to implement your own exception processing logic in place/in addition to a docuflow ap workflow exception work item custom notifications to implement your own method of notifying agents