Approval Chain Import

Overview

The Approval chains Import process reads files from ./Incoming/ApprovalChains/ in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/ApprovalChains/ before being processed in alphanumeric order.

Keys & Validations

Approval Chain Name and Approval Chain Type are the keys to update an existing approval chain. Both these keys are needed in order to perform an update. You cannot update the type of an existing approval chain.

You cannot create Orders and Requisitions approval chains with the same name. Loading an approval name for orders with the same name of an existing one for requisitions through the bulk loader will cause the Approval Chain Type to change from "requisition" to "order" (it's also true vice versa).

Currently supported conditions and operations:

• Accounts (equals, contains)

• Commodity (equals, contains, not contains)

• Item (equals, contains, not contains)

• Requester (equals, contains, not contains)

Approval chains created through the loader follow the same validations as those created through the UI.

Note: Priority cannot be 50 because 50 is the management hierarchy. This means that a chain that's less than 50 fires before management hierarchy while a chain that's greater than 50 fires after management hierarchy.