Knowledge Article: Approvals Triage: Configuring Approval Rules based on Charge Accounts

Summary

How to configure Approval Rules based on Charge Accounts

Content

Customers / Support

Business Scenario:

Several customers have different use cases when implementing approval routing for requisitions based on charge account values. While some wish to approve requisitions when a segment of charge account matches a certain value, other have rules to reject approvals that match a certain such segment. We have been answering customer posts on Customer Connect or support queries in this regard.

We thought it might be helpful to consolidate various use cases that we have come across and provide them here for a quick overview should any customers implementing similar rules need quick tips.