7 Replies Latest reply: May 29, 2012 12:46 AM by Deepti NameToUpdate RSS

Approval Mappings

Deepti NameToUpdate

Hi All,

 

I need to configure the approval for SRM where first level of Approval should be the requesters immediate manager and the next approval should go to Cost Center approval manager. Any help on this

 

 

Regards,

Deepti

  • 1. Approval Mappings
    Jayant Dusane

    Hi Deepti,

     

    Did you try with following?

    1. You can use Parent Child type of approval for first level of Approval.
    2. For 2nd level of approval you use AdHoc approval mapping

     

    Let us know if it works....

     

     

    JD

  • 2. Re: Approval Mappings
    RM Raja

    Hi Deepti,

     

    Please open Application Administrator Console --> Custom Configurations -- Service Request Management -->

    Approvals -- from here you can select Approval Chain

     

    And you can configure Approvals For Individual or Group or Inherit Group or Role for Service Request and also Servvice Request Definition.

     

     

    Regards

    Raju M.

  • 3. Approval Mappings
    Shantanu Ballal

    Hi Deepti,

     

    From the Application Administrator Console->Custom Configuration->SRM->Approval Chain you can configure your custom approval process where you can define the first process for the requesters manager and if he approves then you can move to the next process for the cost center approval manager. After configuring these processes you can map the individuals for the specific SRD's. Approval server will process these mappings according to your custom approval process configurations.

     

     

     

    HTH

    Shantanu

  • 4. Approval Mappings
    Deepti NameToUpdate

    Thanks JD for the reply,

     

    In your scenarion we have to manually add the approver which is not the condition in my case. I have to automate the process

  • 5. Approval Mappings
    Deepti NameToUpdate

    Some points to add here.

     

    In Approval chain form i first selected the Process type as Parent-Child which will ensure that requesters immediate approver is the first person to approve the request

     

    Next different stages get visible under that process(Approved,Rejected,Cancelled,Error)

     

    Now as per the pdf  we can use set field action to specify the action at every stage

     

    As far my understanding i need to define the set field action  at the approved stage.Not sure though

     

    In selection criteria i defined the categories for which this approval will be applicable

  • 6. Approval Mappings
    Umesh Sonar

    Hi Deepti,

     

    You can do one thing, just add manger as approver in SRD itself. and then configure the approval chain. pls chk the screenshot.

     

     

    approval chain.jpg

     

    Regards,

    US

  • 7. Approval Mappings
    Deepti NameToUpdate

    Done with the issue

     

    Thanks all for your reply