Sel Crit Primary Customer

This Primary Customer Approvers filter fields can be used to narrow down which user will be identified as the Primary 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. Only one approver is allowed per approval type.

Data Security -- The set of users that may be included in the drop-down list include any active users having the customer role as well as any users currently associated with this project as a customer.

Note: If a user removes them self as the Primary, and that action leaves them with no permission to be on this screen (i.e. they do not have some other permission such as via Org Access or an Administrative role, etc), the save will be successful but the user will be redirected back to the Project List.

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 (available types vary by license type, see Features by License):

Time
Expense Report
Expense Request
Purchase Requisition
Purchase Order
Vendor Invoice
Customer Invoice (available for Cloud customers only)

Only one primary approver is 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.