Approver Groups
The purpose of creating an Approver Group is to collect a number of Approvers together so that they can be then added to a Supplier's record as the Approvers for that Supplier.
Each group will contain Approvers of a particular type and the group will be available for selection for the associated approval stage.
An approver can belong to more than one group.
When an invoice is entered your choice will be restricted to Users from the appointed Group rather than being offered all Approvers for the selected approval level.
To create an Approver Group:
Select Approver Groups.
Click on Insert to create a new Approver Group.
Enter a Code and Description for the group.
Select the Approver Type for the group.
A list of Users, who have the approval permissions of the type you have selected, will be displayed in the Available Approvers list.
Approval permissions are set in Invoice Register Approvers.
Move the Approvers for this group, from the available list to the selected list, by highlighting the names and clicking the left arrow button or with a double click.
Click OK to save the details.