How do others have their requisition an invoice approval hierarchy defined?

Are approvers assigned based on who would be appropriate for the requisition or invoice based on finance dimensions or do you utilize an employee - supervisor model like would be used with GHR?

We currently use a hierarchy for our finance dimensions but maintenance is manual and it is hard to keep it updates for transfers, terminations, etc. Curious what other are doing for their approval hierarchies.

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kacie-burge

For clients that have not implemented GHR I have seen the Approval Flow Hierarchy be built off the Accounting Unit > User Fields in which they created Approval Levels 1-4 based off their titles (Manager/Director/VP/Chief) and the approval limits. Then depending on the Requesting Location accounting unit would determine who the requisition gets routed to for approval. The Invoice approval flow is built off this same structure so the Req/Invoice flow point to the same set of User Fields when determining who to route to approval.

There is still maintenance if some is hired/transferred/terminated. Hope this helps!

unknown

Thanks. We considered GHR employee supervisor relationship but we have a lot of requesters to order for multiple areas and financial areas that don't have people associated with them but are used for expenses so we could not figure out a way to logically do it for fiscal approvals. GHI is set up to work off the Position structure.

bill_greenstein

We use a Finance Dimension as our cost center. When a cost center is entered on an invoice distribution and submitted for approval it triggers an IPA workflow which pulls a file updated daily from our HR system with a built hierarchy. When maintenance is done in the HR system (e.g. managers change, terminations,etc), the approval hierarchy file updates, and the approval chain automatically updates as well. Same process is used for Req approvals, based on requesting location, and it uses the same hierarchy file.

unknown

In your case are the first level approvers assigned to the cost centers that they are providing a fiscal approval for in your GHR system. One of our issues with this concept is that we have requesters that order for multiple different cost centers and how to direct the approval to a hierarchy that is associated with that finance dimension. Our approvals within the GHR application are based on the org structure of the position that is being requested and not on any kind of a Finance dimension.

bill_greenstein

Our positions are a combination of cost center and job. We build the hierarchy file based on that for management only in those cost centers (identified in our HR system by a union code). Our requesting locations contain a cost center value. When the hierarchy file is built, it's by cost center, with 5 levels of management approval based on the amount of the req or the invoice. So for requesting location 1234, the IPA looks up cost center 1234 and routes to the first level of approval and up to the next level and so on based on amount.

unknown

We have some department that have expenses but no staff assigned to that department. Is that something that you don't have in your organization?

unknown

We use a cross reference based on company and dimensions with matrix based on approval amount.

shschul

Hi BillG! I know this is an older post, but it is relevant to what we are currently building on our transition from S3 to FSM. We also have the finance dimension with invoice routing rules set up at the cost center level. We actually are trying to figure out how to route invoices appropriately when multiple cost centers are included on the invoice.

Do you have any suggestions?

Our customers would like to have the invoice route to the cost center with the highest $ amount in the distributions list. However, our developers believe they are only able to look at the first or the last line in the distribution list. So, if the highest $ amount is in the middle of the distribution list it will not grab the "correct" or "desired" cost center route. Any feedback you can provide could be helpful! Thank you!

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