Manager
Manage EPO Approval Levels
Use this page to add or update multiple EPO approval levels within a Community. You may add as many levels as you wish. Levels must be added for each Community.
Select a Division and Community and enter the following fields:
Approval Order - this is the order in which each level will approve an EPO. 1 will approve before 2; 2 before 3, etc. Level 2 will not be notified until an Approver from Level 1 has approved the EPO. Level 3 will not be notified to approve until an Approver from Level 2 has approved the EPO, etc.
Level Description - this is the description of the level.
Min Approval - this is the minimum dollar amount of an EPO for which the level must approve.
Max Approval - this is the maximum dollar amount of an EPO for which the level must approve.
No Max Approval - checking this box indicates the level must approve all EPOs where the dollar amount of the EPO is equal to the Min Approval amount or higher. For example, if a level has a Min Approval amount of $300.00 and No Max Approval is checked, an Approver from this level must approve all EPOs equal to or greater than $300.00.
Approvers - users assigned to the level as an approver.
Any number of approvers may be added. A user may not belong to more than one level within a Community. A user may belong to one approval level in any number of Communities.
Add/Edit Approvers - click this link to add or remove approvers for that level.
Delete Level - click this button to delete the level. You may not delete the level if there is an EPO pending approval by this level or if any EPO has been approved or rejected by this level.
Approval levels apply to all EPOs created from any job within the Community.
Click the Update button after making changes.
To add another approval level, click the Add Approval Level button at the top of the page.
When an EPO requires approval by a level, only one approver needs to approve the EPO in order for the next level to be notified. Once all levels (that require approval) have approved, the EPO will be ready for export (integrated companies).
Notification to approve an EPO is sent via email. The email address used is the one from the user's Your Profile page. Users may turn these notifications on/off from this page.
A nightly batch email is sent to all Approvers of all levels of that community (regardless if that level has approved the EPO or not) as a reminder of EPOs that have not been approved.