You have set up a new approval process for purchase orders in your system. The rule is that all purchase orders go for approval to the relevant cost center manager.
When you create a new purchase order the approval task is not going to the correct person or remains unassigned.
Reproducing the Issue
- Go to the Purchase Requests and Orders work center.
- Select the Purchase Order view.
- Search for the relevant Purchase Order.
- Select Edit.
- Navigate to Approvals Tab.
The approval task is either unassigned or assigned to the top level executive for that cost center.
You have scoped Advanced Approval Limit in your system but you have not maintained any value limit. This is why the system will assign the approval task to the highest level manager in the Org. structure hierarchy or leave it unassigned.
The system will always give the first priority to Advanced Approval Limit even if it is inactive. It will not consider the limit value maintained in Employee Work Distribution Rule.
You have to define the Advanced Approval Limit in your system:
- Go to the work center Application and User Management.
- Select the common task Define Approval Value Limit.
- Click Add Row.
- Click <Add> and define a value and a currency.
- Click save and Activate.
Please note that the limit you define here is applicable for purchase orders as well as shopping carts.
If you want the approvals to go for cost center managers irrespective of value limit, then you can use the approval rule Approval by Cost Assignment
Cost Center Manager, Purchase Order Approval, Advanced Approval Limit, approval task, unassigned , KBA , purchase order approval , approval value limit , AP-POP , Purchase Order Processing , How To