Overview & Use Case
SAP Fieldglass now provides a configuration option to automatically reject a submitted item when a specified level in an Approval Group is reached, and the applicable conditions are met. For example, a buyer company rule might be set to automatically reject an item that does not include a required attachment, or whose hours exceed a particular limit per day or per week. This functionality update adds automation to what was a formerly manual process. It enhances operational efficiency and saves time, improving compliance and consistency by allowing self-service management of business requirements.
UI Impact & Workflow Changes
A new role, entitled Auto-Rejection, is now available in an Approval Group with an action that automatically rejects a submitted item when a specified level is reached and the conditions are met. When a submitted document is auto rejected, the status of the document changes to Rejected.
Hovering over the status displays the reason for the auto-rejection. For the affected modules, the Reason type Auto-Reject is provided. A new System Variable, Auto-Reject Reason, is available to include in messaging when required.
Configuration Steps
From the SAP Fieldglass homepage, a user will navigate to the Admin Menu, and under Workflow, will then choose the Approval Group object. A user can either create a new Approval Group or select an established Approval Group for editing.
The user can configure any level of the Approval Group as follows:
- Role: Select Auto-Rejection. When this role is selected, the Scope field is no longer required and is not displayed.
- Rule / Script / Variable: A user can enter their conditional rule for the auto-rejection. This value is mandatory for the Auto-Rejection role.