Project-Based Approvals
Project-based approvals require multiple project approvers to unanimously approve a record. If one or more project approvers become invalid, you can opt to do any of the following:
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Assign a delegate to approve for an invalid approver. See Delegating Approvals with SuiteApproval.
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Send a request to a final approver to approve the record. See Managing Records as a Final Approver.
Project managers are flagged as invalid approvers when the following actions occur while a transaction is in Pending Approval status or undergoing approval:
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The Project Manager is removed from the project.
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The Project Manager is replaced as the resource in the project.
If an invalid project approver replied with approval or rejection, the following may occur:
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Both replies are not applied to the document.
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The document remains in Pending Approval status.
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The Next Approvers list remains the same, including the invalid approver.
If the Project Manager is replaced or removed while a transaction is in Pending Approval status or undergoing approval, the following scenarios can occur:
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The project manager remains in the next approvers list.
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The project manager can access the transaction record but do not have access to the Approve and Reject buttons.
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The replacement project manager is not added to the approval matrix when other project approvers have already approved the transaction.
Related Topics
- SuiteApprovals SuiteApp
- SuiteApprovals Terminology
- Prerequisites for SuiteApprovals
- Installing the SuiteApprovals SuiteApp
- Setting Up SuiteApprovals
- Defining Approval Rules
- SuiteApprovals Approval Workflow States
- SuiteApprovals Portlets
- Tracking Email Notifications for SuiteApprovals
- Automatic Approvals
- Managing Approvals with SuiteApprovals
- Email Approvals