Approval process management guide - help.sap.com

1 PUBLIC. 2022-02. Approval process management guide SAP ariba Procurement solutions 2022 SAP SE or an SAP affiliate company. All rights reserved. THE BEST RUN. Content Approval process management guide .. 7. Topics about Approval processes.. 8. Approval process overview.. 8. Configurable Approval rules.. 10. Approval rules, conditions, and actions.. 11. How Approval rules are processed.. 13. Approval flows.. 13. Planning Approval processes.. 16. Approval queues for managing approvers' workloads.. 17. Topics about reassigning approvable roles.

2 19. About reassigning approvable roles.. 19. Workflow overview for reassigning roles on an approvable.. 20. Choosing between delegating authority and reassigning approvable roles..21. How to reassign approvable roles.. 22. Prerequisites for reassigning approvable roles.. 24. About the Approvable Role Assignments page.. 25. About the Reassign Approvable Roles page.. 25. Topics about managing Approval processes.. 27. Requirements for accessing Approval processes.. 27. How to access Approval processes.. 28.

3 Approval process versioning and states.. 29. How to revert to a previous version of an Approval process .. 30. Activating and editing an Approval process .. 31. Creating an Approval process ..33. How to delete an Approval process .. 34. How to copy an Approval process .. 35. How to prevent users from approving their own requests during delegation.. 36. Maintaining data in lookup table files using the customization manager workspace.. 37. How to download an approver lookup table.. 38. How to upload an approver lookup table.

4 38. How to add custom tooltips to Approval nodes.. 39. How to import approver lookup table CSV files in a ZIP file.. 40. Approval processes in multi-ERP configurations..41. Routing of approvables based on purchasing unit responsibilities.. 42. Approval process management guide 2 PUBLIC Content Topics about navigating the Approval process editor.. 43. Approval process editor overview.. 43. Using the requisition subtype option to create Approval processes for requisitions.. 45. How to create a new Approval process .

5 46. Approval process diagrams.. 47. Conditions and actions in the Approval process editor.. 48. Using the Select Field popup in the Approval process editor.. 52. Topics about base and chain Approval rules.. 55. Base and chain Approval rules.. 55. Approval rules based on approver lookup tables.. 56. Chain rules for adding a chain of approvers.. 57. How to add a parallel or serial Approval rule.. 59. How to move or delete an Approval rule.. 60. Allowing approvers to extend the review time.. 62. About extension reasons.

6 65. How to configure rule-specific escalation periods.. 66. How to upload reasons for rule-specific escalation extensions.. 67. Topics about Approval rule conditions.. 68. How to define an Approval rule condition.. 68. How to create a field match condition for an Approval rule.. 69. Field match conditions for accounting entities.. 70. Working with base Approval rule actions.. 71. How to configure an Approval rule that adds a single approver.. 72. Adding approvers based on a lookup table.. 72. How to define an approver lookup table.

7 82. How to set up an Approval rule to reference an existing approver lookup table.. 83. How to update an approver lookup table in the Approval process editor..84. Draft and active versions of approver and policy lookup tables.. 85. Working with chain Approval rules.. 86. How to add a chain rule to an Approval rule..87. Topics about filtering Approval requests..88. How to add, enable, or disable a filter rule in an Approval process .. 88. Filter rule action reference..89. Filter rules for all types of approvables.

8 89. Filter rules for requisition Approval processes..90. Filter rules for receipt Approval processes.. 92. Filter rules for contract request Approval processes.. 92. Filtering Approval queues based on purchasing unit responsibilities..93. Topics about Approval process edit rules.. 95. Approval process management guide Content PUBLIC 3. Defining the rules for edited submitted approvables..95. How to add an edit rule to an Approval process .. 97. How to enable or disable an existing edit rule in an Approval process .

9 98. Predefined conditions specific to edit rules.. 98. Approval flow edit rule action reference.. 99. Topics about validation rules in Approval processes.. 102. Defining rules for validating approvables.. 102. How to add a validation rule to an Approval process .. 105. How to enable or disable validation rules in an Approval process .. 106. Topics about N Bids and a Buy policies.. 107. Using the N Bids and a Buy feature.. 107. N Bids and a Buy policy lookup table.. 108. How to configure the N Bids and a Buy policy.

10 110. How to add an N Bids and a Buy Supervisor to the Approval process .. 111. How to enable the Approval flow of a requisition with contracted items.. 112. How to test an Approval process .. 114. Topics about predefined conditions and actions for base and chain rules.. 116. Predefined conditions for base and chain rules.. 116. Predefined actions for base Approval rules.. 121. Add Approver Based On Flex Master Data Lookup.. 122. Add Approvers Based On Field In Approvable.. 122. Add Approvers Based On Accounting Entity Conditions.