Monitor an approval plan

During evaluation, the approval engine converts each approval rule into one or multiple approval plans. You can monitor approval plans to understand how the overall approval process is being executed, the routing and decision methods, the list of approvers involved, the status on the approvals, the list of purchase lines the approval is planned for, and so on.

Before you begin

To monitor an approval plan, you must have already defined an approval rule. For more information on how to create approval rules, see Create an approval rule. You can review and update the plans if required. Approval plans are not created manually.

Role required: sn_shop.procurement_administrator

About this task

You can monitor approval plans to understand how the overall approval process is being executed, from the Sourcing and Purchasing Automation module.

Procedure

1. Navigate to All > Sourcing and Purchasing Automation > Administration  > Approval Plan .
2. Select a record.
3. On the form, review these fields.

   Table 1. Approval Plan form

   Field	Description
   Number	System-generated unique identifier for the approval plan.
   Approval Rule	The approval rule you want to reference for this plan.
   Purchase requisition number	The unique identifier for the record on which this approval plan is applied.
   Approver list	User or users responsible for approving the plan.
   Approver group list	List of groups containing the users responsible for approving the plan.
   Approval routing method	Method of routing the approvals. The options are sequentially and in parallel.
   Approval decision method	Method of approving the rule. You can select if all approvers must approve the rule or any approval can approve it.
   Approval	Status of the approval plan request. The options are Not Yet Requested, Requested, Approved, and Rejected.
   State	Work status on the requested approval plan. The options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped.
   Purchase requisition line(s)	List of the purchase lines that the approval is planned for.
   Primary contact	Business owner of the purchase who can be contacted with questions about the purchase. This field is automatically populated on creation of an approval plan with the referenced business owner of the purchase order.
   Short description	Short description of the approval plan. This is a calculated value, in the format: Approve <total amount> purchase for <supplier name>.

What to do next

Use the related lists of the approval plan form to view the approval plan details and approvers associated with this approval plan.