Sel Crit Alternate Customer Approvers

This Alternate Customer Approvers filter fields can be used to narrow down which user will be identified as the Alternate Customer Approver. By default, no values are available, thus you must use the filter options and click on the filter icon (

) to populate the list of users in the drop-down. Once you have values displayed, you can select the desired person. You can have multiple alternate approvers per approval type.

Alternate project customers will have the same capabilities as the primary project customer except that they cannot modify the entries on the Administrators >> Customers screen.

You can only assign alternates where there is a primary approver assigned. If you remove a primary approver for an approval type that has alternates, the alternates for that approval type/role type will be deleted. If you do not have a primary approver for a certain approval type, you will not see that approval type in the alternate approver section.

Data Security -- The set of users that may be included in the multi-select list include any active users.

The options available to refine the items included in the drop-down list include:

You can use the Org. Code and Last Name filter options to refine the entries included.

For example, if you only wanted to include people from Organization ABC, you could supply ABC in the Org. Code filter field. Further, if you only wanted to include People with last names that began with Z from Organization ABC, you would also supply a Z in the Last Name filter field. By supplying filter criteria to the Last Name field only, you can search for all people that match your criteria across Organizations.

Approval Types is the list of items that the selected approvers can approve:

Leave Request
Time
Expense Report
Expense Request
Purchase Requisition
Purchase Order
Vendor Invoice
Customer Invoice

Multiple alternate approvers are allowed for each approval type.

When entering filter criteria, the result set will include entries that match the first X characters entered in the filter criteria. The following characters can be entered as wild cards in the search selection criteria for certain fields:

% -- (percent sign) this character will match any number of characters --- for example: %net would match "Unanet", "Network", and "Basketball Net". By default, the % sign is appended (but not displayed) to all entered filter criteria. Thus entering "Una" alone or entering "Una%", would match: Unanet, UnaTime, Una$ense and UnaSource.
_ -- (underscore) this character will match any one character -- for example: X_Z would match "XYZ" and "XBZ" -- but not "XABZ"
You can also use a combination of these characters for complex matching --- for example: U_an% would match Unanet

Note that you may also specify more than one filter criteria by entering a comma separated list in the filter text box.

For example, to include all items that begin with a and c, format your filter criteria as:

a,c

Note that after making any changes to the filter criteria, you will need to click on the filter icon (

) or enter to re-populate the drop-down selection list.