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Use the Document Types window to specify routing controls by document type. See: Defining Document Types.

Owner Can Approve	Prevent or allow document owners to approve the documents they create.
Allow Change to Forward-From	Prevent or allow changes to the default forward-from employee. This control applies only to requisitions.
	If you allow changes to the forward-from employee, Purchasing restricts the Forward-From list of values in the Approvals window to requestors associated with the requisition you are trying to approve.
	This flexibility allows you to build an approval history including the original requestor rather than the preparer.
Allow Change to Forward-To	Prevent or allow changes to the default forward-to employee.
	If you are using position approval hierarchies and there is more than one employee associated with a particular position, Purchasing defaults a Forward-To employee in the Approvals window based on alphabetic order.
	If you are using position approval hierarchies and allow changes to the Forward-To employee, the list of values in the Approvals window includes all employees in the selected hierarchy.
	If you are routing documents using employee/supervisor relationships and you allow changes to the Forward-To employee, the list of values in the Approvals window includes all employees defined in the Business Group you specify in the Financials Options window.
Approval Hierarchy	This control applies only if you are using position approval hierarchies. You must specify a default approval hierarchy for each document type.
Allow Change to Approval Hierarchy	This control applies only if you are using position approval hierarchies. Prevent or allow changes to the default approval hierarchy.
	If you allow changes to the default approval hierarchy, the list of values in the Approvals window includes all hierarchies defined in the Business Group you specify in the Financials Options window.

Attention: When you submit a document for approval, Purchasing verifies that you are included in the default position hierarchy for your document. If you are not included in this hierarchy, and Allow Change to Approval Hierarchy is set to No, you cannot approve the document or route it to another employee. If you have enough authority to approve the document, you can complete this action regardless of whether you are included in the default hierarchy.

Forwarding Method

Select Direct to route documents to the first employee with enough authority to approve them. Select Hierarchy to route documents to the next person in the approval hierarchy or reporting infrastructure regardless of authority

Combine these controls to build an approval routing policy that is as strict or as flexible as your needs warrant. For example, if you set Allow Change to Approval Hierarchy and Allow Change to Forward-To to No, Purchasing forces employees to route all documents according to the approval hierarchy or employee /supervisor relationships that you define. If you set these controls to Yes, Employees can route documents for approval with a high degree of autonomy and flexibility within the structures you define.

See Also

Submitting a Document for Approval