To set up the users involved in the approval process and to build a hierarchy of approvers, you use the Approval User Setup window. From this window you can also set amount limits for documents and delegate the approval process to a substitute if you are out of office.
To set up a user in the document approval system
In the Search box, enter Approval Setup, and then choose the related link.
On the Home tab, in the Process group, choose User Setup to open the Approval User Setup window.
In the User ID field, choose the user IDs of the user who is involved in the approval process. Repeat this step for each user.
For each user, in the Approver ID field, enter the ID of the approver.
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| You can fill in the Salesperson/Purchaser Code field if the salesperson or a purchaser responsible for the customer or vendor is the person who must approve the document before it is sent. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |