When setting up approval rules for use in Webpuchasing and Webinvoicing , non supervisor users can be selected in their security groups are selected for group access.
A. Ensure the user has rights to approve Requisition and/or Invoice requests
1. In Administration > Set Up System Security > Open the username to edit 2. Select the Online Security Tab 3. On the left, highlight WebPurchasing > ensure "Can approve requisitions" is marked 4. On the left, highlight WebInvoicing > ensure "Can approve invoice requests" is marked 5. Save and close the username
B. Add the user to a WebPortal specific Security group:
1. In Administration > Set Up System Security > Open an existing Group with a type of "WebPortal" or create a new Group with a type of "WebPortal" 2. Select the Group Members tab 3. Add the user that needs to be an approver to the Members side of the screen 4. Save and close
C. Add the user to the approval Rule
1. Configuration > Approval Rules > Open the desired approval rule 2. Select the Approval Rule tab > Enter an approve above amount and click the binoculars to search for the username to add to the approval row 3. Make any other desired edits 4.Save and close the rule
Steps to Duplicate
In AP, go to Configuration, Approval Rules
Open an approval rule or setup a new one.
Go to the group access tab, assign the groups desired.
Go back to the approval rule tab, and search for usernames to add to the rule.
See the non supervisor users are not showing in the list.