19. Approval Rule Groups

Approval Rule Groups assign Approval Plans to users and define the users who fill the Approval Roles used in those plans.

Each Group can contain one Approval Plan of each type and each user is assigned to one Approval Rule Group.

Upon submission of a requisition, PECOS P2P will look at the Approval Rule Group of the user first looking for a Requisition Plan and then for a Purchase Order Plan, and route in that order.

A Change Order plan is used when change orders are created and submitted. An Invoice Settlement plan is used when invoices are posted and matched (see The Approval Process).

Warning: If a user is not assigned to an Approval Rule Group their orders will be transmitted to suppliers without any approval. The default assignment for all users is 'Default Workflow' which has a 'Default' approval plan associated to it. It is recommended that this default plan, which resides at the L1 for administration purposes, has a step added to it to route everything to a senior administrator. In this way if a user is erroneously not assigned to an Approval Rule Group, their requisitions will be diverted for review rather than transmitted without approval.

Creating Groups