Defining and Using Promotions Management Approval Workflow

This chapter provides an overview of approval workflow and discusses how to:

Set up Promotions Management approval workflow.
Approve customer promotions.
Approve payment authorizations.
Approve customer claims.
Insert ad hoc users.
Monitor workflow approvals.

Understanding the Approval Workflow Process

Workflow is the process of routing transactions or documents to groups of users that are required to respond to a task notification message. The Promotions Management application manages the approval workflow process using the application workflow engine (AWE). The engine requires the setup of an approval process. The approval workflow process is the framework that enables three levels of users, from technical to end users, to develop and configure transaction approvals that meet their organizational requirements. Approval workflow formalizes the process used to notify approvers of pending tasks requiring action to approve or deny transactions or documents.

Promotions Management uses workflow approvals in conjunction with customer promotions, customer claims, and payment authorizations. Using workflow approvals, you can route promotions management transactions for approval, monitor the approval process from person to person, log who approved or denied transactions, reference comments made during the approval process, and finally update the transaction to an approved status.

In Promotions Management, you can route workflow approval notification messages to an individual or group of approvers to authorize customer promotions, claims, or payment authorizations. The approval process starts with the transaction originator who selects to initiate the workflow authorization process. Approvers receive a notification on their worklist or through email to review the transaction and are presented with options to:

Approve: Workflow routes the message to the next approver to review or sets the transaction to an approved status on final approval.
Deny: Workflow routes the message back to the originator for review.
Pushback: Workflow routes the message to the previous approver for review.

Workflow will route promotion transactions through the approval process utilizing the customer tree hierarchy. Transactions will flow up the tree to the appropriate approvers until final approval and then a notification will be routed back to the originator.

Setting Up Promotions Management Approval Workflow

This section discusses how to:

Define general options for workflow approvals.
Establish approval workflow processes.
Define alert criteria for approval workflows.
Set up approval workflow paths.
Define steps for approval workflows.
Maintain user list definitions.
Define the approval transaction registry.
Authorize Promotion Management approvers.
Define self-approval criteria.
Define generic templates.

Pages Used to Set Up Promotions Management Workflow

Page Name	Object Name	Navigation	Usage
General Options	TD_SETID_PREF	Set Up Financials/Supply Chain, Business Unit Related, Promotions Management, Promotions Options	Define basic setup and default options for Promotions Management.
Approval Process Definition	SAC_AW_PRCS_MAIN	Set Up Financials/Supply Chain, Common Definitions, Approvals, Approval Process	Define basic approval process details and approval workflow process stages.
Criteria Definition	SAC_CRITERIA	Click the Alert Criteria link on the Approval Process Definition page.	Define alert criteria for approval workflows.
Approval Path Definition	SAC_AW_PATH_SEC	Click the Path Details link on the Approval Process Definition page.	Set up approval workflow paths.
Approval Step Definition	SAC_AW_STEP_SEC	Click the Step Details link on the Approval Process Definition page.	Define steps for contract approval workflows.
User List Definition	SAC_USER_LIST	Set Up Financials/Supply Chain, Common Definitions, Approvals, User List	Define user-list definitions.
Approval Transaction Registry	SAC_AW_TXN	Set Up Financials/Supply Chain, Common Definitions, Approvals, Approval Transaction Registry	Register the approval transaction. The transaction definition is the metadata that describes the transaction make up to the approval workflow engine.
Approver Authorization	SAC_AW_AUTH	Set Up Financials/Supply Chain, Common Definitions, Approvals, Approval Authorization, Approval Authorization	Authorize approvers.
Criteria Definition	SAC_CRITERIA	Click the Self-Approval Criteria link on the Approval Authorization, Approval Authorizationpage.	Define self-approval criteria.
Define Generic Templates	WL_TEMPLATE_GEN	Set Up Financials/Supply Chain, Common Definitions, Approvals, Generic Templates, Define Generic Templates	Enter generic template definitions.

Define General Options for Workflow Approvals

Access the Promotions Options — General Options page.

Use this page to select one or more check boxes to activate workflow approvals for customer promotions, customer claims, and payment authorizations. You can activate one or more workflow approvals for use in Promotions Management. The workflow approval check boxes for promotions, for claims, or for payments must be enabled on the Promotions Options component to use the workflow approval process.

Select the active approval tree to determine the group of reviewers that you will use to approve these promotion transactions. The workflow approvals will be determined by the customer tree hierarchy and the assigned approver designation. A user or role is considered to be an approver for promotion transactions if the Promotions , Payments or Claims check box is checked in the Can Approve group box on the active approval tree.

See Defining General Options.

See Also

Defining General Options

Establishing Approval Workflow Processes

Access the Approval Process Definition page.

Use this page to define an approval definition process. The process is made up of stages, path criteria, and approver requirements. The approval steps that you place on the approval path represent the approval levels that are required for an AWE transaction.

Each PeopleSoft application has a top-level record (known as a header) with keys that uniquely identify a single transaction in an application such as a promotion, claim, or payment request. The application itself typically has other records, but they are children (line-level records) of the header record.

Note. Approvals are processed only at the header level.

Note. An approval process definition is provided for each of the promotion transactions (TD_CLAIM, TD_PAYMENT, and TD_PROMOTION), but any of the settings can be changed to meet the business needs.

See Also

Defining Approval Workflow Processes

Defining Alert Criteria for Approval Workflows

Access the Criteria Definition page.

Use this page to define the different types of criteria that you want to apply to a workflow approval process. You can create definitions consisting of a field with a logical operator and a value or definition consisting of an application class that takes in transaction data to process the approval.

Criteria is an entity that evaluates to true or false. Criteria programs the approval workflow engine, using transaction-specific information to change, for example, routing paths. To set the context for the criteria, the engine provides the transaction keys as bind values.

Defining Alert Criteria

Setting Up Approval Workflow Paths

Access the Approval Path Definition page.

Use this page to set up additional parameters that determine how the system processes an approval path. A path contains a sequence of steps for a specific stage. Within a stage, paths are processed in sequence. The path entry criteria determines whether a path is processed for a given transaction or transaction line.

Use the escalations feature to define time elements for when an approver takes too long to approve or deny a pending request.

See Also

Defining Paths for Approval Process

Defining Steps for Approval Workflows

Access the Approval Step Definition page.

Use this page to define steps for the approval workflow. A step represents one or more approvers or reviewers. Steps within a path are processed in sequence. Separate criteria for each step determines whether that step is performed. Each step can also have a set of reviewers, who are notified about transaction pending approval by email, if configured, and through the worklist. Workflow will proceed without waiting for a reviewer or approver to take action.

Note. The pre-defined approval process definitions for the promotion transactions are set up to only require one approver, but this can be changed to meet the business needs.

See Also

Defining Approval Workflow Processes

Maintain User List Definitions

Access the User List Definition page.

Use this page to define user sources for use with steps in the customer promotion, claims, or payment processes. Promotions Management utilizes a user list as a means to map users to certain functional roles; thereby reducing source search time. PeopleSoft delivers a set of default user list roles corresponding to the roles within an organization. These roles are intended primarily for use with routing controls.

Note. The user list provided for each of the promotion transactions, Customer Claim Approvers, Customer Payment Approvers, or Customer Promotion Approvers, is set up to retrieve the user list from a SQL definition that pulls users and roles from the active approval tree defined on the Promotions Options — General Options page. However, the user list can be changed to meet the business needs.

Defining the Approval Transaction Registry

Access the Approval Transaction Registry page.

Use this page to register a PeopleSoft application, such as Promotions Management, with the approval workflow engine. Using the page, you can define how the system interacts with portions of the application that you have defined for approvals. The registry links the components, event handler, records, and classes that you created in the approval process for an application transaction such as a promotion, claim or payment authorization.

Authorizing Promotions Management Approvers

Access the Authorize Approvers page.

Use this page to define approvers and their approval authorization criteria for use in an approval process.

Approval Process ID	Select an approval process for which you want to authorize approvers. The approval processes are those designed by application developers. Applications that are integrated with the AWE use the approval process IDs.
Role Name	Select a role that you want authorized as an approver when this approval process is used for promotions, claims, or payment authorizations. You can select a role name or a user ID for each row, but not both.
User ID	Select a user whom you want to authorize as an approver when this approval process is used for promotions, claims, or payment authorizations.
Criteria	Select to access the Criteria Definition page where you can set up approval criteria for each user or user role that you select.
Self-Approval Criteria	Select to access the Self Criteria Definition page, where you can set up criteria that defines the conditions when users or user roles can approve their own contract documents.

Defining Self-Approval Criteria

Access the Criteria Definition page.

Use this link to enable the check box for self-approvals. If self-approval is enabled, the requester's approval is assumed, and the process continues; however, you can establish criteria that helps control the requester's approval authority. For example, you can place a limit on the monetary amount for the requester so that if the transaction is over that amount, the requester is not used as an approver.

If self-approval is not enabled, then the system does not consider the requester an approver for that transaction. If the transaction requester is an approver on a step in any path in the process, then all prior steps in that path are omitted. Also, if self-approvals are enabled, and the self-approval criteria is met, then that step is omitted.

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Workflow, User List Roles.

Defining Generic Templates

Access the Generic Templates page.

You use generic templates to establish common formats for ad hoc notifications.

See Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Workflow, Using Notification Templates.

Approving Customer Promotions

This section discusses the workflow approval process for customer promotions in Promotions Management.

Page Used to Approve Customer Promotions

Page Name	Object Name	Navigation	Usage
Promotion Details	TD_PROMO_CUST_DTL	Promotions, Manage Promotions, Create Customer-Specific Promo, Customer Promotions	Click the Submit button to initiate the workflow approval process for customer promotions. Click the Approve button to review and approve the customer promotion and notify the originator. Click the Deny button to reject the customer promotion and notify the originator. Click the Pushback button to return the customer promotion to the previous approver on the workflow approval list. Note. You must have previous approvers on the workflow approval list for the Pushback button to display. Enter notes in the Comments box when you select the approve, deny or pushback button. Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

Page Name

Object Name

Navigation

Usage

Promotion Details

TD_PROMO_CUST_DTL

Promotions, Manage Promotions, Create Customer-Specific Promo, Customer Promotions

Click the Submit button to initiate the workflow approval process for customer promotions.

Click the Approve button to review and approve the customer promotion and notify the originator.

Click the Deny button to reject the customer promotion and notify the originator.

Click the Pushback button to return the customer promotion to the previous approver on the workflow approval list.

Note. You must have previous approvers on the workflow approval list for the Pushback button to display.

Enter notes in the Comments box when you select the approve, deny or pushback button.

Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

Approving Customer Promotions

Access the Create Customer-Specific Promo — Promotions Detail page.

This page illustrates the Submit button that you use to initiate the workflow approval process for customer promotions.

This page illustrates the Approve, Deny, and Pushback buttons that you use to accept or reject a promotion during the workflow approval process.

This page illustrates the promotion status once all approvals have been accepted for the customer promotion. Approval details can be reviewed if you click the Approval Status Monitor link.

These steps describe the customer promotion approval process:

The promotion initiator adds a new customer promotion.

The system sets the initial approval status to Planned and displays the Promotion Details page.
The originator clicks the Submit button to initiate the workflow approval process.

The system routes the promotion up the customer tree and creates worklist entries for the approvers and reviewers.

Note. This button will only display if you activate the For Customer Promotions check box on the Promotions Options — General Options page.
Approvers access the system and use one of these methods to determine whether an approval is pending:
- Approval worklist.
- Email link.
The notification provides details about the promotion and a link to access the Create Customer-Specific Promo component for the promotion that requires approval.
Approvers access the Promotion Details page.

The system displays the promotion with a Promotion Status of Pending Approval.. The page will also present the Approve, Deny, and Pushback buttons. Using this page, approvers can preview the transaction and, if they have the authority, edit it.

Note. The Pushback button will only display from the second approver forward so that an existing approver is available to accept the pushback.
The Approval Status Monitor link displays so that you can review the approval history and comments for the promotion. Ad hoc approvers or simultaneous workflow approvals can also be initiated from the approval monitor.
(Optional). Approver clicks the Approve button.

The system displays the Approval Comment page where you can enter any necessary comments about the approval. The system will send a workflow message back to the originator when the final approver approves the transaction and will set the Promotion Status to Management Approved.
(Optional). Approver clicks the Deny button.

The system displays the Denial Comment page where you can enter any necessary comments about the denial. The system will send a workflow message back to the originator and will set the Promotion Status to Management Rejected.
(Optional). Approver clicks the Pushback button.

The system displays the Approval Pushback Comment page where you can enter any necessary comments about the pushback. The system will send a workflow message to the previous approver to make updates to the customer promotion and re-submit it for approval.

Note. The Pushback button will only display if this is the second approver or higher, indicating that an existing approver is available to accept the pushback.

Note. The Approve, Deny, and Pushback buttons will only display if the Submit button was previously selected.
Click the OK button.

The system updates the approval status for the current approver and sends the notification to the next approver in the group, to the originator on final approval or denial of the transaction, or to the previous approver on pushback.
The originator accesses the Promotion Details page and clicks the Approval Status Monitor link to review status and comments about the approval.
Once all reviewers have approved the promotion, the Promotion Status will be updated to Management Approved.

Approving Payment Authorizations

This section discusses the workflow approval process for payment authorizations in Promotions Management.

Pages Used to Authorize Payments

Page Name	Object Name	Navigation	Usage
Payment Authorization	TD_PAYMENT_INFO	Promotions, Payments, Authorize Payments, Payment Authorization	Click the Submit button to initiate the workflow approval process for payment authorizations. Click the Approve button to review and approve the payment authorization and notify the originator. Click the Deny button to reject the payment authorization and notify the originator. Click the Pushback button to return the payment authorization to the previous approver on the workflow approval list. Note. You must have previous approvers on the workflow approval list for the Pushback button to display. Enter notes in the Comments box when you select the approve, deny or pushback button. Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

Page Name

Object Name

Navigation

Usage

Payment Authorization

TD_PAYMENT_INFO

Promotions, Payments, Authorize Payments, Payment Authorization

Click the Submit button to initiate the workflow approval process for payment authorizations.

Click the Approve button to review and approve the payment authorization and notify the originator.

Click the Deny button to reject the payment authorization and notify the originator.

Click the Pushback button to return the payment authorization to the previous approver on the workflow approval list.

Note. You must have previous approvers on the workflow approval list for the Pushback button to display.

Enter notes in the Comments box when you select the approve, deny or pushback button.

Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

Approving Payment Authorizations

Access the Payment Authorization page.

These steps describe the payment authorization approval process:

The payment processor uses the Payment Search page to locate the payment authorization.
The payment processor selects Maintain from the Action field to update the payment authorization.

The system sets the initial approval status to Not Authorized and displays the Payment Authorization page.
The payment processor clicks the Submit button to initiate the workflow approval process.

The system routes the payment authorization up the customer tree and creates worklist entries for the approvers and reviewers.

Note. This button will only display if you activate the For Payments check box on the Promotion Options — General Options page.
Approvers access the system and use one of these methods to determine whether an approval is pending:
- Approval worklist.
- Email link.
The notification provides details about the pending payment authorization and a link to access the Payment Authorization component.
Approvers access the Payment Authorization page.

The system displays the payment authorization with a Status of Pending Approval. The page will also present the Approve, Deny, and Pushback buttons. Using this page, approvers can preview the transaction and, if they have the authority, edit it.

Note. The Pushback button will only display from the second approver forward so that an existing approver is available to accept the pushback.
The Approval Status Monitor link displays so that you can review the approval history and comments for the payment authorization. Ad hoc approvers or simultaneous workflow approvals can also be initiated from the approval monitor.
(Optional). Approver clicks the Approve button.

The system displays the Approval Comment page where you can enter any necessary comments about the approval. The system will send a workflow message back to the originator when the final approver approves the transaction and will set the Status to Authorized.
(Optional). Approver clicks the Deny button.

The system displays the Denial Comment page where you can enter any necessary comments about the denial. The system will send a workflow message back to the originator and will set the Status to Rejected.
(Optional). Approver clicks the Pushback button.

The system displays the Approval Pushback Comment page where you can enter any necessary comments about the pushback. The system will send a workflow message to the previous approver to make updates to the payment authorization and re-submit it for approval.

Note. The Pushback button will only display if this is the second approver or higher, indicating that an existing approver is available to accept the pushback.

Note. The Approve, Deny, and Pushback button will only display if the Submit button was previously selected.
Click the OK button.

The system updates the approval status for the current approver and sends the notification to the next approver on the workflow list, to the originator on final approval or denial of the transaction, or to the previous approver on pushback.
The originator accesses the Payment Authorization page and clicks the Approval Status Monitor link to review status and comments about the approval.
Once all reviewers have approved the payment authorization transaction, the Status will be updated to Authorized.

Approving Customer Claims

This section discusses the workflow approval process for customer claims in Promotions Management.

Pages Used to Approve Customer Claims

Page Name	Object Name	Navigation	Usage
Claim Entry	TD_CLAIMS	Promotions, Payments, Authorize Payments, Claim Entry	Click the Submit button to initiate the workflow approval process for customer claims. Click the Approve button to review and approve the customer claim. Click the Deny button to reject the customer claim and notify the originator. Click the Pushback button to return the customer claim to the previous approver on the workflow approval list. Note. You must have previous approvers on the workflow approval list for the Pushback button to display. Enter notes in the Comments box when you select the approve, deny or pushback button. Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.
Customer Claims	TD_CLAIMS_CUST	Promotions, Payments, Create Customer Claim, Customer Claims	Click the Submit button to initiate the workflow approval process for customer claims. Click the Approve button to review and approve the customer claim. Click the Deny button to reject the customer claim and notify the originator. Click the Pushback button to return the customer claim to the previous approver on the workflow approval list. Note. You must have previous approvers on the workflow approval list for the Pushback button to display. Enter notes in the Comments box when you select the approve, deny or pushback button. Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes. See Approving Customer Claims.

Page Name

Object Name

Navigation

Usage

Claim Entry

TD_CLAIMS

Promotions, Payments, Authorize Payments, Claim Entry

Click the Submit button to initiate the workflow approval process for customer claims.

Click the Approve button to review and approve the customer claim.

Click the Deny button to reject the customer claim and notify the originator.

Click the Pushback button to return the customer claim to the previous approver on the workflow approval list.

Note. You must have previous approvers on the workflow approval list for the Pushback button to display.

Enter notes in the Comments box when you select the approve, deny or pushback button.

Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

Customer Claims

TD_CLAIMS_CUST

Promotions, Payments, Create Customer Claim, Customer Claims

Click the Submit button to initiate the workflow approval process for customer claims.

Click the Approve button to review and approve the customer claim.

Click the Deny button to reject the customer claim and notify the originator.

Click the Pushback button to return the customer claim to the previous approver on the workflow approval list.

Note. You must have previous approvers on the workflow approval list for the Pushback button to display.

Enter notes in the Comments box when you select the approve, deny or pushback button.

Click the Approval Status Monitor link to review approval status and comments, and to include ad hoc or secondary workflow approval processes.

See Approving Customer Claims.

Approving Customer Claims

Access the Claim Entry or Customer Claims page.

These steps describe the claims approval process:

The claim processor creates a claim using the Claim Entry or Customer Claims page.

The system sets the Status to Initial on the Claim Entry or Customer Claims page.
The claim processor clicks the Submit button to initiate the workflow approval process.

The system routes the customer claim up the customer tree and creates worklist entries for the approvers and reviewers.

Note. This button will only display if you activate the For Claims check box on the Promotion Options — General Options page.
Approvers access the system and use one of these methods to determine whether an approval is pending:
- Approval worklist.
- Email link.
The notification provides details about the pending claim and a link to access the Customer Claim component for the claim that requires approval.
Approvers access the Claim Entry or Customer Claims page.

The system displays the claim with a Status of Pending. The page will also present the Approve, Deny, and Pushback buttons. Using this page, approvers can preview the transaction and, if they have the authority, edit it.

Note. The Pushback button will only display from the second approver forward so that an existing approver is available to accept the pushback.
The Approval Status Monitor link displays so that you can review the approval history and comments for the customer claim. Ad hoc approvers or simultaneous workflow approvals can also be initiated from the approval monitor.
(Optional). Approver clicks the Approve button.

The system displays the Approval Comment page where you can enter any necessary comments about the approval. The system will send a workflow message back to the originator when the final approver approves the transaction and will set the Status to Approved.
(Optional). Approver clicks the Deny button.

The system displays the Denial Comment page where you can enter any necessary comments about the denial. The system will send a workflow message back to the originator and will set the Status to Rejected.
(Optional). Approver clicks the Pushback button.

The system displays the Approval Pushback Comment page where you can enter any necessary comments about the pushback. The system will send a workflow message to the previous approver to make updates to the customer claim and re-submit it for approval.

Note. The Pushback button will only display if this is the second approver or higher, indicating that an existing approver is available to accept the pushback.

Note. The Approve, Deny, and Pushback button will only display if the Submit button was previously selected.
Click the OK button.

The system updates the approval status for the current approver and sends the notification to the next approver in the workflow list, to the originator on final approval or denial of the transaction, or to the previous approver on pushback.
The originator accesses the Claim Entry or Customer Claims page and clicks the Approval Status Monitor link to review the status and comments about the approval.
Once all reviewers have approved the customer claim transaction, the Status will be updated to Approved.

Inserting Ad Hoc Users

Access the Approval Status Monitor page from the Customer Promotion, Claim Entry, Customer Claim, or Payment Authorization page.

Pages Used to Enter Ad Hoc Users

Page Name	Object Name	Navigation	Usage
Approval Status Monitor	TD_APPR_MONITOR	Promotions, Manage Promotions, Review Promotion Information, Customer Promotions Promotions, Payments, Authorize Payments, Payment Authorization Promotions, Payments, Authorize Payments, Claim Entry Promotions, Payments, Create Customer Claim, Customer Claim Entry	Enter ad hoc approvers or simultaneous workflow approvals can be initiated from the approval monitor.

Page Name

Object Name

Navigation

Usage

Approval Status Monitor

TD_APPR_MONITOR

Promotions, Manage Promotions, Review Promotion Information, Customer Promotions

Promotions, Payments, Authorize Payments, Payment Authorization

Promotions, Payments, Authorize Payments, Claim Entry

Promotions, Payments, Create Customer Claim, Customer Claim Entry

Enter ad hoc approvers or simultaneous workflow approvals can be initiated from the approval monitor.

Inserting Ad Hoc Users

Access the Approval Status Monitor page from the Customer Promotion, Claim Entry, Customer Claim, or Payment Authorization page.

To add ad hoc approvers and reviewers, click the plus (+) symbol for a pending approval. Another page appears for you to select the user ID and whether the person is an ad hoc approver or reviewer for this path of the promotion transaction.

The symbol appears on both sides of the approver or reviewer, enabling you to place the additional approver or reviewer before or after an existing approver or reviewer. When you add an approver, the system inserts the name and indicates that the user was inserted into the approval process.

You cannot change ad hoc approvers or reviewers; however, you can delete and add them again to update whether they are approvers or reviewers. To delete an approver or reviewer, click the minus (-) symbol. You can remove only approvers or reviewers that you add. A confirmation message appears when you make the selection.

To add a new workflow approval to simultaneously route a second workflow approval for a promotion transaction, click the (+) Start New Path link. Add a new user ID to initiate the approver or reviewer process for the promotion transaction.

Monitoring Approvals

This section discusses how to monitor approvals.

Page Used to Monitor Approvals

Page Name	Object Name	Navigation	Usage
Monitor Approvals	SAC_AW_ADM_MON_ACT	Set Up Financials/Supply Chain, Common Definitions, Approvals, Monitor Approvals	Monitor approvals.

Monitoring Approvals

Access the Monitor Approvals page.

The promotions manager uses this page to review a list of customer promotions, claims, or payment transactions occurring in Promotions Management. The manager can also administer approvals by reassigning those that do not have alternates defined for their approval. You can enter criteria to limit the number of approvals that the system displays.

After you perform the search, you can reassign multiple approvals at once. Depending on the criteria that you use for the search, you might be able to reassign all approvals that appear in the search results. To select all approvals for reassignment, click the Select All link in the search results section of the page.

If you decide not to reassign all approvals at once, click the Deselect All link.

Search Criteria

Use this grid to define search criteria for reviewing customer promotion, claim, and payment transactions. If you do not enter search criteria, all promotion transactions appear when you click the Search button. You can limit the search to specific criteria, such as the approver or originator. You can also search for specific approval processes and statuses. The Approval Process IDs for customer promotions, payment authorizations and claims are TD_PROMOTION, TD_PAYMENT and TD_CLAIM respectively.

Mass Reassignment

Use this group box to reassign an approval when an approver does not have and alternate approver assigned. You can assign a single or multiple approvals.

Approver	Select a user who is defined as the initial approver and for whom you want to reassign an approval.
Reassign	Select the user to which you want to reassign an approval.
Allow Auto Approval	Select to enable the system to remember an approver's action for a process. The next time this approval process is presented to the approver, the system automatically applies the approver's selections. The automatic application of steps in the process is left in place until you clear the User Auto Approval check box.
Allow Self-Approval	Select to indicate transaction originators can also approve their own transactions. This applies only if the originator also appears as an approver. You can establish criteria that controls the transaction originator's approval authority by using the Self-Approval Criteria link. If the associated criteria evaluate to true, then self-approval is acceptable. For example, you can place a limit on the monetary amount for the requestor so that if the transaction is over that amount, the requester is not used as an approver.
Comments	Enter a description or narrative you have concerning the reassignment of the reassignment of the approvals.
Reassign Selected	Click to perform the reassignment of the approval. If you want to reassign multiple approvals, use the promotions, claims, and payments lists in the upper part of the page to select the approvals for reassignment. When you click the Reassign Selected button, the system reassigns the approvals to the new approver.