FAQ KB0392617
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How do I configure approval escalation for documents?
Symptom
How do I configure approval escalation for documents?

Resolution

The following three components, in order of rank, determine how approvable documents escalate in your site if they are not approved within the configured number of days:

Configuration OptionDescription
Data import file

Use the EscalationsByApprovableType.csv file to configure different warning or escalation periods by approvable type. If you do not specify a warning or escalation period for an approvable type in the file, your site checks the parameter settings. Specify a value of -1 for an approvable type to prevent that document type from escalating.

To download the comma-separated values (CSV) file from your configuration:

  1. Go to Site Manager > Data Import/Export.
  2. On the Export tab, locate the Export Escalation and Withdrawal Periods By Approvable Type task.
  3. Click Export next to this task.
  4. Save or open the file.
Site-level parameters

Use the parameter settings in your site to set consistent warning and escalation periods for all approvable documents that are not already covered in the EscalationsByApprovableType.csv file.

Work with your DSC (Designated Support Contact) to request that the following parameter settings are updated in Intelligent Configuration Manager:

  • Application.Approvable.ApprovalRequestEscalateWarningPeriod
  • Application.Approvable.ApprovalRequestEscalationPeriod
System-level settings

In the default configuration, the EscalateApprovables scheduled task sends a warning email notification after seven days of inaction by the approver. The same scheduled task escalates the approvable document to the approver's supervisor after 14 days of inaction.


See Also

The following are additional considerations related to approval escalation:

For more information on approval escalation, see the Common data import and administration guide for SAP Ariba Procurement solutions.



Applies To

Core Procurement > Core Administration
Core Procurement > Core Administration > Approval Flows
Core Procurement > Core Administration > Escalations and Auto-Withdrawals
Invoicing

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