Defining Record Locking and Re-approval Settings

You can add controls for record integrity and remove manual steps for resubmission in the approval rule. For more information about record locking and re-approval settings, see Record Locking and Reapproval Settings.

This step only applies to vendor bills, purchase orders, and expense reports.

If you have not already done so, complete Defining Approval Routing Settings.

To define record locking and re-approval settings:

  1. On Record Locking and Re-approval Settings, choose your preferred record locking setting:

    • Allow Record Editing Regardless of Record Status – If you want to edit records regardless of their approval status, choose this record locking type.

    • Lock Record for Editing Based on Status – If you want to restrict editing of records in pending approval, approved status, or both, choose this record locking type.

  2. Choose your preferred re-approval setting:

    • No Approval Rerouting Regardless of Change in Record Amount – If you don't want records with changed amounts rerouted for approval, choose this reapproval setting.

    • Tolerance (%) – If you want to require re-approval for record amount changes outside the tolerance percentage, choose this reapproval setting.

      In the Enter Percentage Tolerance Limit field, enter the value in percent for the tolerance limit.

    • Tolerance (Value) – If you want to require re-approval for record amount changes outside the tolerance value, choose this re-approval setting.

      In the Enter Amount Tolerance Limit field, enter the value for the tolerance limit.

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

  3. Before you save the record, review the details of your approval rule.

    • If you're using the Approval Rule Assistant, click < Back to go back to previous pages and make changes as needed.

      When you're done, click Finish.

    • If you're using the Approval Rule page, go back to previous sections and make changes as needed.

      When you're done, click Save.

Related Topics

General Notices