Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Manage Position Requisition Approvers Screen

Use the fields and options to configure the Manage Position Requisition Approvers Screen.

Table Window

Field Description
Approver Employee

Click and enter, or use to select, the employee IDs for employees who can approve position requisitions. This is a required field. You must link the employee ID to a user ID on the Manage Users screen. If the approver is not linked to a user ID, the approver ID is not accepted and Costpoint displays an error message: "You are not authorized to use this Employee ID to Approve Requisitions."

Name

This non-editable field displays the name of the employee whose ID you have entered.

Organization

Enter the organization for which this employee is allowed to approve requisitions.

Apply to Lower Levels

Select this check box to allow the specified Approver to approve requisitions entered for the corresponding accounting Organization and its lower levels. For example, if you specify an Approver of EMPL_001 and an Organization of 1, then Approver EMPL_001 can approve requisition entered for accounting Organization 1 and any of its lower levels. If you do not select this check box, the eligibility to approve does not automatically extend to the lower levels of the specified Organization.

This check box will be enabled and can be used for any accounting Organization level.  Expanding on the example above, if you also want Approver EMPL_201 to be able to approve requisitions for accounting Organization 1.2.2, but no lower levels and Approver EMPL_136 to be able to approve requisitions for accounting Organization 1.3 and its lower levels, the setup would look like the following:

Approver Organization Apply to Lower Levels check box Selected? Notes
EMPL_001 1 Yes EMPL_001would be able to approve requisitions assigned to Organization 1and any of its lower levels.
EMPL_136 1.3 Yes EMPL_136 would be able to approve requisitions assigned to Organization 1.3 and any of its lower levels. This approver would not be able to approve a requisition linked to Organization 1 since it is at a higher level than 1.3.
EMPL_201 1.2.2 No EMPL_201 would be able to approve requisitions assigned to Organization 1.2.2 only. This approver would not be able to approve a requisition linked to an Organization at a higher or lower level than 1.2.2.