Note: All changes made to an approval tree will only be effective for new requisitions submitted after the changes were made; requisitions previously submitted are not changed and will continue to use the approval sequences as originally defined for the approval tree, unless the Reassign Requisition Approvers option is completed.
From the Accounts Payable screen, select the Requisitions menu and then Requisition Options.
Note: Only supervisors have access to the Requisition Options option.
Click the Approval Tree tab.
Enter the ID of the approval tree to change in the Approval Tree ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the approval tree.
To add a sequence (rule) to the approval tree, complete the blank line (indicated with an asterisk) at the bottom of the Approvers List.
To remove a sequence (rule) from the approval tree, click the Delete button located to the left of the desired sequence in the Approvers List; when prompted to delete the record, click Yes.
After all the changes have been made, click the Save button.
If the ID for the approval tree was changed, a prompt will appear verifying whether or not to change the ID or add a new one. To change the ID for the approval tree, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button. To add a new approval tree with the specified ID that is a duplicate of the current approval tree, click the Create New button.
If changes were made to an existing approval sequence on the approval tree (or an existing approval sequence was deleted), a prompt will appear asking to open the Reassign Requisition Approvals option. If needed, click Yes to open the option in order to change a user who is assigned as an approver on previously submitted requisitions; otherwise, click No to not open the option.