Creating an Approval Chain (Only for Budget Transfer Requests)

Purchase Requisitions and Budget Transfer requests can share and utilize the same approval chains. In some Districts, the Business Office utilizes a single approval chain for Budget Transfer Requests (for example, all budget transfer requests go directly to the Business Administrator).  To set this up:   

1.    Go to the Budget >>> Expenditures >>> Requisitions >>> Setup >>>Approval Chains Select Rules List screen

2.    Click the Add Rule button.  This brings up the "Add Rule" dialog

3.    Name field:  Enter a descriptive name for the Budget Transfer Chain (e.g. "Budget transfer Requests). 

4.    Staff that have field:  Leave this field blank

5.    Used On Approval Chain:  Select the Approval Chain that you have created for the Budget Transfer Requests.  Instructions for creating the approval chain can be found HERE.

6.    Click Add to create the Approval Chain.  This brings up the Approval Chains Rules List screen 

7.  Ensure the Budget Settings on the Approval Chain tab are set as follows:

The single approval chain for Budget Transfer Requests has been created and when an employee completes a Budget transfer request in their employee portal, they should select the "Budget Transfer Request" approval chain when submitting a request.