The Dynamic Hierarchical Approval feature ensures that invoices are routed through the correct approval hierarchy based on pre-set approval limits and supervisory chains.
🔹 How It Works
When an invoice is submitted for approval, the system checks the assigned reviewer’s approval limit:
1️⃣ If the reviewer’s approval limit is too low, their supervisor is added as the next approver.
2️⃣ This process continues up the hierarchy until an approver with a sufficient threshold is found.
3️⃣ Fallback Reviewers step in if:
- A user has no approval limit set
- A user has no assigned supervisor
Example Scenario:
| Invoice Amount | Approver Assigned | Approval Limit | Next Step |
|---|---|---|---|
| $1,000 | John Smith | $90 | Escalates to Supervisor |
| $1,000 | Jane Doe (Supervisor) | $200 | Escalates to Next Supervisor |
| $1,000 | Kate Murphy (Next Supervisor) | $2,000 | Final Approval |
📌 Important: Rules apply only when the workflow stage is set to Dynamic Hierarchical Approval.
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