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:
 
  • A project A/P person and a corporate A/P person.  The Project A/P person enters invoices for three project managers. 
  • 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. 
  • On the Corporate side there is a controller who approves overhead invoices and a human resources person who approves insurance invoices. 
  • 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.
 
 
 
 

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