Budget Adjustment Forms Tab

Apply

Saves your settings.

Undo

Resets any changes you made prior to the last time you clicked Apply.

Notify Approvers on Entry

Determines what type of approvers should be notified.

Select:

Notify all approvers - to notify any approvers on the approval group regardless of whether the Required field is selected.
Notify all required approvers - to notify any approvers on the approval group where the Required field is selected.

This field is used in conjunction with the setting in the Notify Approvers field. Notify Approvers on Entry refers only to the Required field on the approver group. Based on your selection, you can notify approvers that only have the Required field selected, or you can notify approvers that have the Required field selected or blank.

Notify Alternates

Determines when alternate approvers should be notified.

Select:

Don't notify them - Only the user defined as the approver receives notification.
Whenever the primary is notified - Users defined as approvers and alternates receive notification.
Only after no action is taken - The user defined as the approver receives the initial notification. If the approver has not taken approval action on the budget adjustment once the time has been met in the Remind Every field of the Reminder workflow type, notifications are then sent to the users defined as alternates.

Notify Approvers

Determines when the approvers should be notified. This field is used in conjunction with the setting in the Notify Approvers on Entry field.

Select:

Anytime there is a relevant approval item - Notifications are sent to all users defined in the approver column for all levels of the approval group.
Only after all required lower levels are completed - Notifications are sent to the user defined in the approval column as the lowest level of the approval group first (1=Highest, 5=Lowest). Once action is taken by a level, the next level is notified. For example, if a group has three levels, level 3 receives is notified first, level 2 next, and level 1 after level 2 completes the approval.

Notify Account Approvers

Determines when to notify account approvers, if applicable.

Select:

At the same time as the approval group - Notifications are sent to the users defined on the account approval group at the same time they are sent to the users on the approval group.
Before the approval group - Notifications are sent to the users defined on the account approval group first. Once the account approval has been completed, notifications are sent to the users defined on the approval group.
After the approval group - Notifications are sent to the users defined on the approval group first. Once the approval has been completed, notifications are sent to the users defined on the account approval group.

Notify on Cancel

Determines who should be notified when a batch budget adjustment is canceled. If the user who deleted the adjustment or changed it (thus restarting the approval process) was the same person who entered the adjustment, this user will not receive the cancel notification.

Select:

Only the requester
Requester and all approvers that have approved the item
Requester and all approvers that have received approval notification
Requester and all approvers that have received approval notifications and not taken action

Notify on Denied

Determines who should be notified when a budget adjustment is denied.

Select:

Only the requester
Requester and all approvers that have approved the item
Requester and all approvers that have received approval notification
Requester and all approvers that have received approval notifications and not taken action

Notify on Needs Correction

Determines who should be notified when a budget adjustment is flagged as needing correction.

Select:

Only the requester
Requester and all approvers that have approved the item
Requester and all approvers that have received approval notification
Requester and all approvers that have received approval notifications and not taken action