Approval Rules in SAP Ariba Snap
Approval Rules in SAP Ariba Snap
Objective
Approval Processes – Overview
Types of Approval Rules
Requisition Approval Rules
Receipt Approval Rules
Invoice Approval Rules
Invoice Reconciliation Approval Rules
User Profile Approval Rules
• Only one approval process can be active for a given Approvable at a time
• Approval Processes contain multiple ordered Approval Rules which determine which
approvers, if any, that must be added
• Some rule types can only add one approver while others may add multiple approvers
• The order of the rules determines the order of the approvers
Finance Contract
(NoSupervisorRule.csv)
Commodity Approvers When items are “non-catalog”, the category managers must approve.
(CommodityApprovers.csv)
Item in requisition causes Adds the contract manager as an approver if the requisition amount (because of any line
blanket purchase order item) exceeds the blanket purchase order limit.
limit to be exceeded
(RequisitionLimit.csv)
Budget Check Failed Budget Check was enabled so in case the check failed, we need to have the Budget
Manager.
Total Cost We should have an edit rule that will require a resubmit when an increase in the Total Cost occurs. Might
want to only have this fire if the Total Cost is more than $600.
Commodity change on ad hoc Since we have approvers based on Commodity, perhaps we should have an edit rule that will require a
line. resubmit when the commodity code changes for ad hoc items.
Purchasing Manager Allow purchasing manager to edit the requisition without altering the approval process.
Executive Approver Allow an executive approver to edit the requisition without altering the approval process.
Budget Approver Allow a budget approver to edit the requisition without altering the approval process. (Disabled)
Invalid Requester
PO Invoice
Requester (Watcher)
Exception Credit Memo Rule Non-PO Invoice Chain of Command Validation &
Handler Rule Requester
Cap Rules
PO Invoice Requester As IF an invoice exception occurs and the invoice header is matched to an order, THEN add the requester
Watcher Rule as a watcher if 'Requester Allowed' is set to Yes on the invoice exception, else add the Invoice Agent
group.
Invalid Requester Rule IF the requester on the invoice is invalid, THEN add the Invoice Agent group as an approver.
Credit Memo Rule IF the invoice is a credit memo or line-level credit memo, THEN add members of the Invoice Agent group.
Requester Rule IF the requester is valid and is not the same as the preparer on the invoice, OR has originated from Ariba
Network, THEN add the requester as an approver.
Supervisor Rule IF the requester has a supervisor, AND the supervisor’s approval limit is less than the total amount on the
invoice, THEN keep adding the next supervisor in the supervisory chain until a supervisor has the
appropriate approval limit to fully approve the invoice reconciliation.
Validation Rule IF a validation error is detected, THEN add the Invoice Agent group as an approver in the approval flow
to fix the validation errors.
Invoice Manager Allow an invoice manager to edit invoice reconciliations without altering the approval process.
Requester Customer
(if not Preparer) Administrator
Requester Adds the requester as an optional approver if the requester is not the same as the preparer.
New Supervisor Adds the new supervisor to the approval flow, if the supervisor has changed.
F name L name
Title
Address
Phone number
F name L name
Title
Address
Phone number
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looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate
company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its
affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and
services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop
or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time
for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-
looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.