Can I set conditions to determine which transactions post automatically and which require approval?

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Consider other ways you can reduce the number of transactions for review. Perhaps you could automatically approve labor transactions less than 5 minutes or  if the activity type is non productive such as set up.

Scenario:

We have a large amount of transactions but are not in a position to switch them all to automatic approval status. Rather than setting all labor or quantity transaction to approved we would like to determine which are automatically approved based on other conditions. Is this possible and what conditions could we use?
 

Solution(s):

This is possible and is a really good way to minimise transactions that require approval without using an all or nothing approach. 

Let's assume that you would like to configure a rule that automatically sets the approval status of a quantity transaction, where the quantity is greater than 10000.  It's unlikely employees will ever enter quantities greater than this value and therefore this transaction over 10000 should be investigated.  
 

1. Select Advanced Settings
2. Select Rules
3. Select New
4. Enter a name in the Code field (i.e. Quantity > 10000)
5. Enter a description in the Description field
6. Set the desired Approval Status (i..e Excluded)
7. Specify which types of transactions the approval status will apply to (i.e Quantity)
8. Specify if there are conditions for setting the approval status (i.e Quantity > 10000)
9. Specify which task the approval status will apply to 
10. Specify which diversions the approval status will apply to
11. Specify which employees the approval status will apply to
12. Specify which equipment the approval status will apply to

Consider some of the following ideas to reduce transaction approvals;

1. Automatically approve transactions less than 8 hours - if an employee only works and 8 hour shift then anything longer than this is likely due to forgetting to clock out
2. If all jobs are normally only for a quantity of 1 then any quantity higher than this should require approval
3. Automatically approve all transactions where the task is setup

For further information see related articles.