Expenses

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Topic

    Anitha Venkatkrishnan
    Cloud Expenses - Complex Approval Rules
    Topic posted April 29, 2017 by Anitha VenkatkrishnanRed Ribbon: 250+ Points, last edited January 30, 2019, tagged Expenses, Financials, Payables, Setup / Administration 
    253 Views, 6 Comments
    Title:
    Cloud Expenses - Complex Approval Rules
    Summary:
    Cloud Expenses - Complex Approval Rules configuration
    Content:

    Hi,

    We are implementing Expenses in the Cloud and currently I am having issues configuring the Approval Rules using BPM Workflow (AMX).

    We have the configured the Static Approval Groups defined based on the Expense Amount as below.

    Expense Total < 100   - Approval Group A (Emp A)
    Expense Total < 1000  - Approval Group B (Emp B)
    Expense Total < 5000  - Approval Group C (Emp C)


    Now, if Emp A raises an expense for £60 - the expense is sent to Approval Group A wherein Emp A is the final approver. For such cases wherein the expense owner is the final approver in the group, we want to re-assign the expense to the next level for approval i.e Approval Group B here.

    I am trying to frame a condition that looks through the members in Approval Group A and if the expense owner is the member in the group; choose the next highest Approval group - but can't find a way to this.

    Has anybody traversed through static approver groups to retrieve its members or is there a way to get a hold on the Approvers List generated during runtime.. if so could you share details please?

    Any ideas to meet the above requirement is highly appreciated!

    Thanks.
    Anitha

    Comment

     

    • Soumya Parhi

      Hi Anitha,

      You can choose to exclude the creator from the approval group by using "Skip creator for Approval List" .This way your creator wont receive approval notification to approve it.

      Hope this helps.

      Thanks,

      Soumya

    • Anitha Venkatkrishnan
      Hi Sowmya,
       
      ​Thanks for your response.
       
      We did review this option.. but this one only disallows a user from approving his own expense. There is no option to delegate it to the next approval group, only an option to delegate to his/her manager.
       
      We are looking for an option/expression where we could add an IF 
      condition for this scenario and ​
      ​assign a new approval group for the task.
       
      Thanks.
      Anitha​
    • Soumya Parhi

      Hi Anitha,

      If you could see the new requirement it violates the fundamental requirement :

      Expense Total < 100   - Approval Group A (Emp A)
      Expense Total < 1000  - Approval Group B (Emp B)
      Expense Total < 5000  - Approval Group C (Emp C)

      If you need to have the new requirement then you should think on the basic logic first. Say there is a guy in Group C raised the expense of 5000 then how this is going to be taken care ?

      Please let me know if I can help you further.

      Thanks,

      Soumya

       

    • Anitha Venkatkrishnan

      Hi Sowmya,

      That was just a sample list as such. I have a final approver group with

      Expense Total < 99999 that will typically will go to the CFO/CEO for approval.

      Since most of the expenses will fall into the 100,1000 or 5000 bucket - I am more keen on getting this bit sorted first.

      Thanks.

      Anitha

    • Soumya Parhi

      Hi Anitha,

      It would be of great help if you could explain in detail your business requirement , so that its can be mapped in BPM.

      Thanks,

      Soumya

    • MShrini

      I am agreeing with Soumya as  i configured and implemented and approval flow is working for me there creator is not receiving approval notifications.