How to: Set Up Additional Approvers
You can set up additional approvers to either supplement or replace an existing approval path (approval type: Approver or approval type: Salesperson/Purchaser). An additional approver is, for example, someone in the Finance Department who must approve all purchase orders, or a sales manager who must approve all sales quotes before they are sent to the customer.
To set up an additional approver
In the Search box, enter Approval Templates, and then choose the related link.
Select an approval template for which you want to add additional approvers.
On the Home tab, in the Process group, choose Additional Appr. to open the Additional Approvers window.
In the Approver ID field, choose an additional approver.
The Limit Type, Approval Type, and Document Type fields are automatically filled in, depending on the template type.
When you close the window, the Additional Approvers field in the Approval Templates window indicates that an additional approver has been set up for this document type.
When you have completed the setup, you can run a test to see if the approval system works the way you intended it to.
To run the test
In the Search box, enter Approval Setup, and then choose the related link.
On the Actions tab, in the General group, choose User Setup to open the Approval User Setup window.
On the Home tab, in the Process group, choose Approval User Setup Test. Fill in the fields as appropriate to test whether a user has been set up correctly.