Question:
- What are some instances when an approver does not need to review an expense, travel request, or request for the order? And it appears that the request is not going to the correct approver, or it is simply skipping an approver.
Answer:
1. The user submitting the request is also the approver:
If an expense is submitted by just a regular user (not part of the approval chain), it will never skip a level. It will always go from Level 1, 2, depending on the threshold (if a threshold is set). Now, if you're the one who submitted the expense and you're also part of the approval chain, it depends on what level you are in the chain. If you're the Level 2 approver, it will not go to the level 1 approver anymore. It will go straight to Level 3 when you submit it.
2: The threshold level is met:
Within an approval routing, there are thresholds and approval levels. Every request must be reviewed by each approver within the assigned approval levels unless the threshold limit is met. For example, if the request is worth $49, and the first approver threshold is $50. The first approver will be the only approver required to approve the request. Therefore, if the request is not going to approver level 2 or 3, it may be because the threshold has been met. Ensure that the threshold is set appropriately so the required users review and approve the request.
Threshold example:
Level 1 - 10k
Level 2 - 20k
Level 3 - 50k
If a request cost is 8k.. it will go to level 1 approver and be final approved.
If a request costs 13k.. it will go to level 1 and finally be approved by level 2.
If a request is 51k... it will go to level 1, level 2, and finally level 3.