Financials Expense Report Workflow

Note: Approver ListsProfiles for Expense Reports can be modified (add users) at: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Assign Approvers to Profiles

Step 1: DOR Reviewer/Approver

Type: Line level

Criteria: Expense Lines with a fund code of 106, 375, 378, 394 or 395

Approver list: Expense Report Approvers

• Uses DORAPPROVERLIST Sql definition that select users in theProfile: CU DOR REVIEWER

  Step 2: Project Budget Manager

  Type: Line level

  Criteria: All Expense reportReports

  approval

  Approver profileProfile:

CU
• PROJ

BUDGET