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Creating Approval Rules for a Combination of Department and Location

edited Aug 16, 2018 12:52PM in Self Service Procurement 3 comments

Summary

Creating Approval Rules for a Combination of Department and Location

Content

We are trying to simplify Approval rules for the following scenarios in a School District.

We are planning on using your typical Departments (Finance, Facilities, etc.) as Cost Centers but the client does not want to set individual schools as Departments.  Instead they are looking to use another chart field (Location) as the determining approval.  Department is the 4th field and Location is the 5th)

 

For the Schools we have Location based rules like:

Req Charge Account Matches (.*)-(.*)-(.*)-(1001)-(555)-(.*)-(.*)  

Req Charge Account Matches (.*)-(.*)-(.*)-(1002)-(666)-(.*)-(.*)

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