Scenario: 1

The Approver List Hierarchy must have 1 level of approvers. In that level, “n” number of approvers needs to be defined and all of the approvers must approve for amount “X”.

1. Login as Admin.
2. Ensure all individuals who are to be approvers have been given “Request Approver” role.
3. Go to http://www.apnacomplex.com/main/dashboard
4. On the left navigation pane, go to Workflow->Approver Lists
5. Click on “Add New Approver List” button.
6. Give a name for the Approver List in the “Approver List Name” Column.
7. Give “n” as minimum # of approvers.
8. Now select “n” number of approvers by checking the checkbox.
9. Click on “Add” button.
10. Now click the “Setup Approver List Hierarchy” button.
11. Click the “Add New Approver List Hierarchy” button.
12. Enter “Name” of the Approver List Hierarchy and a brief description in the “Description” column.
13. Select the “Approver List” that was just created by checking the checkbox.
14. Click on “Add” button.
15. In the view that comes up, fill in the “Threshold Amount” column with the “X” amount and press “Update” button.
16. The Approver List Hierarchy has now been created.
17. On the left navigation pane, go to Workflow->Purchase Request Mapping
18. Under Map expense categories with Approver List Hierarchy, select the expense category that is going to be associated with the PR.
19. Select the Approver List Hierarchy that was just created.
20. Click the “Save” button. The mapping will now be listed.
21. On the left navigation pane, go to Expenditure->Purchase Requests.
22. Click on “Add Purchase Request” button.
23. Enter the details for the PR by giving Purchase Request Name, Description.
24. In the Category field, select the expense category that was just mapped with the Approver List Hierarchy.
25. Enter the Approval amount and Request Date.
26. Click the “Save and submit” button. 

The above steps will setup the approval process and create the PR and send approval requests to the “n” approvers. Only when all “n” approvers have approved the PR will be approved. Even if 1 approver rejects, the PR will be rejected.

Scenario: 2

The Approver List Hierarchy must have 2 levels of approvers. First level, “n” number of approvers needs to be defined and any one of the approvers must approve for amount “X”. Second level, “n” number of approvers needs to be defined and all of the approvers must approve for amount “Y”.

1. Login as Admin. Ensure all individuals who are to be approvers have been given “Request Approver” role.
2. Go to http://www.apnacomplex.com/main/dashboard .On the left navigation pane, go to Workflow->Approver Lists. Click on “Add New Approver List” button.
3. Give a name for the Approver List in the “Approver List Name” Column.
4. Give “1” as minimum # of approvers.
5. Now select “n” number of approvers by checking the checkbox.
6. Click on “Add” button. In the view that comes up, click on “Add New Approver List” button again
7. Give a name for the Approver List in the “Approver List Name” Column.
8. Give “n” as minimum # of approvers and select “n” number of approvers by checking the checkbox.
9. Click on “Add” button. Now click the “Setup Approver List Hierarchy” button.
10. Click the “Add New Approver List Hierarchy” button.
11. Enter “Name” of the Approver List Hierarchy and a brief description in the “Description” column.
12. Select both the Approver Lists that were just created by checking the checkbox.
13. Click on “Add” button. In the view that comes up, ensure that they are in the order that you prefer. You can rearrange by dragging and dropping.
14. Fill in the “Threshold Amount” column with the “X” amount and “Y” amount for the corresponding levels and press “Update” button.
15. The Approver List Hierarchy has now been created.
16. On the left navigation pane, go to Workflow->Purchase Request Mapping
17. Under Map expense categories with Approver List Hierarchy, select the expense category that is going to be associated with the PR.
18. Select the Approver List Hierarchy that was just created.
19. Click the “Save” button. The mapping will now be listed.
20. On the left navigation pane, go to Expenditure->Purchase Requests.
21. Click on “Add Purchase Request” button.
22. Enter the details for the PR by giving Purchase Request Name, Description.
23. In the Category field, select the expense category that was just mapped with the Approver List Hierarchy.
24. Enter the Approval amount and Request Date.
25. Click the “Save and submit” button. 

The above steps will setup the approval process and create the PR and send approval requests first to the “n” approvers in Level 1. If not even 1 approver approves, the PR will be rejected. But as soon as any one approver in the first level approves, that level will be approved and approval requests will be sent to all “n” approvers in level 2. Only when all “n” approvers in level 2 have approved, the PR will be approved. Even if 1 approver in level 2 rejects, the PR will be rejected.

Scenario: 3

The Approver List Hierarchy must have three levels of approvers. In the first level, 5 approvers must be defined and minimum of 3 approvers should approve for amount less than 1000. In the second level, 3 approvers must be defined and minimum of 2 approvers should approve for amount less than 5000. In the third level, 2 approvers must be defined and minimum of 1 approver should approve for all amounts greater than 5000.

1. Login as Admin. Ensure all individuals who are to be approvers have been given “Request Approver” role.
2. Go to http://www.apnacomplex.com/main/dashboard .On the left navigation pane, go to Workflow->Approver Lists. Click on “Add New Approver List” button.
3. Give a name for the Approver List in the “Approver List Name” Column.
4. Give “3” as minimum # of approvers.
5. Now select 5 approvers by checking the checkbox.
6. Click on “Add” button. In the view that comes up, click on “Add New Approver List” button again
7. Give a name for the Approver List in the “Approver List Name” Column.
8. Give “2” as minimum # of approvers and select 3 approvers by checking the checkbox.
9. Click on “Add” button. In the view that comes up, click on “Add New Approver List” button again
10. Give a name for the Approver List in the “Approver List Name” Column.
11. Give “1” as minimum # of approvers and select 3 approvers by checking the checkbox.
12. Click on “Add” button.
13.  Now click the “Setup Approver List Hierarchy” button.
14. Click the “Add New Approver List Hierarchy” button.
15. Enter “Name” of the Approver List Hierarchy and a brief description in the “Description” column.
16. Select all three Approver Lists that were just created by checking the checkbox.
17. Click on “Add” button. In the view that comes up, ensure that they are in the order that you prefer. You can rearrange by dragging and dropping.
18. Fill in the “Threshold Amount” column with the “1000”, “5000” and “10000” amount for the corresponding levels and press “Update” button.
19. The Approver List Hierarchy has now been created.
20. On the left navigation pane, go to Workflow->Purchase Request Mapping
21. Under Map expense categories with Approver List Hierarchy, select the expense category that is going to be associated with the PR.
22. Select the Approver List Hierarchy that was just created.
23. Click the “Save” button. The mapping will now be listed.
24. On the left navigation pane, go to Expenditure->Purchase Requests.
25. Click on “Add Purchase Request” button.
26. Enter the details for the PR by giving Purchase Request Name, Description.
27. In the Category field, select the expense category that was just mapped with the Approver List Hierarchy.
28. Enter the Approval amount and Request Date.
29. Click the “Save and submit” button. 

The above steps will setup the approval process and create the PR and send approval requests first to the “5” approvers in Level 1. If 3 approvers reject in level 1, the PR will be rejected as the minimum number of approvals required in level 1 cannot be met. As soon as any three approvers in the first level approve, that level will be approved and approval requests will be sent to all “3” approvers in level 2. If 2 approvers reject in level 2, the PR will be rejected as the minimum number of approvals required in level 2 cannot be met. But as soon as any 2 approvers in the second level approves, that level will be approved and approval requests will be sent to both the approvers in level 3. The status of the PR will be the decision of either of the approvers depending on who approves/rejects first. 

Scenario: 4

The PR must use the Generic Approver List.

1. Login as Admin. Ensure all individuals who are to be approvers have been given “Request Approver” role.
2. Go to http://www.apnacomplex.com/main/dashboard .
3. If Generic Approver List has not been defined for the Community, follow the below steps.
   1. On the left navigation pane, go to Workflow->Approver Lists. Click on “Generic Approver List” button.
   2. Enter minimum number of approvers
   3. Select the approvers by checking the checkbox. Click the “Submit” button.
4. On the left navigation pane, go to Expenditure->Purchase Requests
5. Click on “Add New Purchase Request”
6. Enter the details for the PR by giving Purchase Request Name, Description.
7. In the Category field, select the appropriate expense category (ensure it has no mapping to any Approver List Hierarchy.)
8. Enter the Approval amount and Request Date.
9. Click the “Save and submit” button. 

The above steps will setup the approval process and create the PR to use the Generic Approver List for the approval process. It will send approval requests only to the approvers defined in the Generic Approver List. If the minimum number of approvers in the list approve, the PR will be approved.