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Title: Purchasing - Purchasing Approval Groups

Brief description:

Financial approval groups include purchase requests, purchase orders, and vendor invoices. Each approval group works independently from the others. Configuration can be completed by a user with the System Administrator role.

What’s covered in this video:

  • Introducing training content  (0:00 ~ 1:20 minute mark)
    • Admin properties for Approval Groups
    • People setup
    • Approval Group setup
    • Other setup methods
  • Admin properties for Approval Groups  (1:20 ~ 5:15 minute mark)
    • Review of Approval Group section
  • People setup - Approvers  (5:15 ~ 12:45 minute mark)
    • Roles for Approvers
    • Organization Access for roles
    • Signatures and titles for PO signers
  • People setup - Submitters  (12:45 ~ 16:45 minute mark)
    • Roles for Vendor Invoice Submitters (AP Poster)
    • Roles for Purchase Requests Submitters (Purchase Requestor)
    • Roles for Purchaser Submitters (Purchaser)
  • Approval Group setup  (16:45 ~ 23:20 minute mark)
    • PO Approval Group setup
      • Add Approvers and Submitters
    • Review PR Approval Group
    • Review VI Approval Group
      • Add Submitters via Person Profile
  • Import template for Approval Groups  (23:20 ~ 24:40 minute mark)
    • Review steps to import required templates for Approval Groups 


Video Presentation:


Additional Information

KC - Purchasing - Purchasing Approval Groups


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