1. Accounting
  2. General Accounting
  3. SuiteApprovals SuiteApp
  4. Defining Approval Rules
  5. Creating Approval Rules
  6. Entering Basic Information

Entering Basic Information

This step shows how to create an approval rule and enter basic information, including the name, record name, start date, end date, and priority. For more information, see Approval Rule Basic Information Fields.

To create an approval rule and enter basic information:

  1. Go to Setup > Approval Process Manager > Approval Rule List.

  2. On the Approval Rule List page, click New Approval Rule.

  3. In the New Approval Rule window, choose between the two options:

    • If you want to create an approval rule using the approval rule page, click Use the New Approval Rule page.

    • If you want to create an approval rule using the approval rule assistant, click Use the Approval Rule Assistant.

  4. In the Enter Basic Information section, complete the following fields.

    If you are using the Approval Rule page, you will see the Primary Information section.

    1. Name – Enter a unique name for the rule.

    2. Description – (Optional) Enter a description for the rule.

    3. Record Name – Select the record type to which the approval rule applies.

      Note:

      If you are creating one for the email approval log, see Creating Approval Rules for Email Approval Logs.

    4. Start Date – Select a date when you want the approval rule to start.

    5. End Date – Select a date when you want the approval rule to end.

    6. Subsidiary – Select the subsidiary of records associated with the approval rule.

    7. Saved Search Condition – Select the saved search that you want to apply to this approval rule.

      You can alternately scroll through the list to look for the saved search or enter the title of the saved search to filter the list.

    8. Priority – Enter the approval rule’s priority.

    Note:

    The following step, about the exception criteria, only applies to approval rules for vendor bills. This is not used in approval rules for other supported record types.

  5. In the Exception Criteria, check the box for each exception that you want to use.

    If you want to use all listed exceptions, check the Mark All box. For more information, see Vendor Bill Exception Criteria Overview.

  6. To continue with the Approval Routing section, go to Defining Approval Routing Settings.

    If you are using the Approval Rule Assistant, click Next >.

Related Topics

General Notices