2.1.1.3. Preparing Information for Routing Rules
It helps to have an Approver Organization Chart. One example might be:
In the example above there are two people who enter invoices:
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A project A/P person and a corporate A/P person. The Project A/P person enters invoices for three project managers.
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The Job 1 project manager needs approval from Job Approver A. Job 2 project manager and Job 3 project manager need approval from Job Approver B.
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On the Corporate side there is a controller who approves overhead invoices and a human resources person who approves insurance invoices.
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The president is the last level of approval for all invoices in this example.
Note: We strongly recommend that you use a TimberScan consultant to help you define your various workflows.
