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Expenses 9.0 Approvals

Installation Options page Approver is Supervisor and for emails workflow must be
enabled. You also must turn on your SMTP server.

Verify that the Domain Status is Active.

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Integration Broker Setup: When you ping the Gateway it should return with a message of
Active.
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On the Node Definition, make sure that the local node EX_APPROVAL channel is
Active.
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On the Routings Tab, Activate the EX_APPROVAL Service Operation.

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Verify for the Queue name Expenses that the Queue status is set to Run
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Verify that the EX_APPROVAL service is established

Establish the Transaction Category “Expenses” for System Workflow Rules.

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Configure the Transaction Definition as desired, making sure that the status is Active.

Assign individuals Approver Assignments

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Establish the Approver Routing List Rules.

Establish Employee Profile for whom you will be entering Expense Report.
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Verify that the Process ID ERApproval is established under Configure Transactions.

Verify that the Setup Process Definitions ERApproval is Active

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Verify Paths Criteria

Verify Step Details

Verify Step Criteria

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At the Setid level, you can establish approval options.

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Verify that the URL EMP_SERVLET has been established with correct URL
information.
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Verify the User list Definition for Expense Report Approvers.

Once Setup is complete and an Expense Report is Submitted for Approval, it’s status will
be Submitted for Approval.
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The Expense Report can then be seen in the Approve Transactions list.

To Monitor Approvals, you can search the Approval Process ERApproval from Monitor
Approvals.