Approval Levels Configuration & Crawl Approval

Approval Configurations

1 Approver

• Add the Approver to High Only, No Crawl, Infinite Limit.

2 Approvers + Optional Crawl

• Add 1st Approver to Low, Set a low Limit, e.g. 1,000 (or 0 if you want it to always go to the next person)
• Add 2nd Approver to Medium, Set a High Value Limit e.g. 1,000,000 - high enough so invoices won't exceed this value and get diverted to the Base Route High Approver.

3 Approvers + Optional Crawl

• Add 1st Approver to Low, Set a low Limit, e.g. 1,000 (or 0 if you want it to always go to the next person)
• Add 2nd Approver to Medium, Set a Medium Limit e.g. 10,000 (or 1 if you want it to always go to the next person)
• Add 3rd Approver to High.

Crawl Approval

Crawl forces an invoice to got to Low, Medium and High until it reaches a Level with the Limit to approve it.

Verify Approval works from the Top down. It can't get to High without passing through Low and Medium if you have Crawl on. 

Routing Troubleshooting

Crawl Routing Issues

If you don't have anyone at Low and/or Medium, the Invoices will be diverted to the Base Route Low and/or Medium where you will have an approver.

Once it has gone through the Base Route Low and/or Medium stages it will go back on to the correct route for Approval High.

Approval Levels Issues

If you have Crawl Off Verify will go to the Approver with that limit. 

If you have not set a limit, as below, Verify will go to Low, Then try to go to Medium.

If you don't have anyone at Low and/or Medium, the Invoices will be diverted to the Base Route Low and/or Medium where you will have an approver.

Once it has gone through the Base Route Low and/or Medium stages it will go back on to the correct route for Approval High.