Invoice Approval Workflow updating

[D_Robertson]

Our President is retiring and has a successor in place. Here in less than a couple of months we will have to remove his Invoice Approval Workflows from 455 departments/exceptions and replace it with the new President (who is already set up in twenty departments/exceptions). Is there an automated way (an upload for example, such as a csv file) that is available instead of manual updating?

[PoojaKumatkar]

Hi @D_Robertson ,

Assuming that you must be using authorized or cost object approval workflow as you have mentioned you have department wise approver assigned. To bulk update the approver you can use employee import template and the below mentioned record type based on your workflow type.

For Authorized approver workflow:

1. Delete existing approver using 750 record type

2. Update new approver using 700 (limit) or 720 (level)

For cost object approver workflow:

1. Delete existing approver using 760 record type

2. Update new approver using 710 record type.

You can refer to the below sections from the guide in case if you are doing it for the first time and not aware how to populate template. 

https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SPC/Spc_Shr/Shr_SPEC_Emp_Imp.pdf

For employee import template - you can get if from the technical deployment toolkit under Import folder.