Approval Rules - Additional Approver Functionality

When approving orders using the approval rule functionality you may wish to setup a list of alternative approvers.

This can be useful when specific users are unable to approve orders for a wide range of different reasons. (such as being out of office for example)

This allows the additional users to approve the order once prompted to do so.

The additional approver functionality is only available when assigning individual users to each rule level. It cannot be used when approval is based on roles.

You will first need to setup a list of alternative approvers for each rule that may require this. 

• To add “Alternative approvers” to any of the levels, click the “Alternative Approvers” tab.

• Click “Add User” to select a single user.
• Click Add User Group to select a group of users.

• Select the desired “user” or “user group” and select which level the user\user group should be able to approve.
• Save and Close the rule. You may now test the rules.

Once the alternative approvers are set these can be used whenever necessary.

If you are require to use an additional approver you can do so by using the "swap approver" button in the order approval window.

You will then be presented with a list of all available alternative approvers for your level.