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Invoice Approval - approval of CFO when not in hierarchy chain of requester — Cloud Customer Connect
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Invoice Approval - approval of CFO when not in hierarchy chain of requester

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We have below requirement

  1. If there is C11-Suite in the hierarchy, it should route to only respective C-Suite person( amt >5M and <30M)and shouldn't go for another level of approval to CFO
  2. If there is no C11-Suite in the hierarchy and amt >5M and <30M it should route to CFO for approval

Workaround: I created 2-rules(both rules have same amt limits)

Rule1: If the Invoice Requester.Manager Job Level is 30 or Invoice Requester.Job Level is 30 then it will route to invoice requester followed by csuite person

Rule2: if Invoice Requester.Manager Job Level is not 40 or Invoice Requester.Manager Job Level is not 30 then it should route to only CFO approval(i.e. Created List Type: Resource and assigned User:'CFO Name')

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