Hello Team,
I need your help to try to have a solution for the following situation:
The customer have 3 levels of approvals for the same Cost Center, like:
Cost Center 123456
Level 1 = Approver A Manager
Level 2 = Approver B Director
Level 3 = Approver C Senior Director
So, it needs to work like a Hierarchy structure.
See an example:
Expense report created by User -> Cost Object approver Level 1 = Approver A Manager approve
Expense report created by Manager -> Cost Object approver Level 2 = Approver B Director approve
Expense report created by Director -> Cost Object approver Level 3 = Approver C Senior Director approve
The customer don´t have determined amount for the levels.
If I add Level 1 and Level 2, the COW will apply and will skip the step
If I add Level 1 for Manager and Level 1 for Director, the COW will apply and will skip the step
According the following KB, If the submitter of the report is also the Cost Object Approver that the expense routes to in the workflow, however I need to routes inside the Cost Object Approver levels and do not skip with COA.
Do you have any idea how to configure this option? Or any other idea to apply a solution or workaround in this case?
Thank you.
Hi @deboragallucci ,
I think you cannot achieve this using Cost object approval workflow. You need to configure authorized approval workflow with levels.
With AA wf, you also need to consider one custom field in employee profile to capture employee's designation/grade using which we can easily identify whether employee is normal user or manager or director or sr. director. We will use this designation/grade field to write skip conditions in wf.
However, note that, if we use AA wf then wf will route based on either employee/header level cost center. It will not work on allocation level cost center as AA wf doesn't support for that. Also, in your case, I think that should be ok because you dont have any limit-based approval instead it is more on who is creating report and to whom it should go.
Below is just my rough thought, logically it should work. But I want you to configure this in your system and validate whether this design meets your requirement.
For Sr. Director all steps will be skipped as he doesn't need any approval. Assuming it is the highest designation/grade. If needed, then you might need to increase levels with similar skip conditions.
Let me know the results.
If this answers your query, then please mark solution as accepted.
