It would be helpful to route expense approvals based on their GL account coding, if there is a reviewer set up for that account in the GL Chart of Accounts. If blank, it can default to the employee's manager.
Lauren Spalinger
| Company | Shaw Construction |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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This is an easy add and a common request, why isn't this standard already. You can test the code below after the Job Reviewer insert, I've been using this for clients. There maybe be some edge cases that this doesn't cover.
Kevin Halme | Constructive Tech Solutions
INSERT ExpenseApproval
(
ExpenseItemID
, Reviewer
, ReviewerSeq
,RevSource
)
SELECT ExpenseItems.ExpenseItemID
, kHQRD.Reviewer
, kHQRD.ApprovalSeq
,'G'
FROM ExpenseItems
INNER JOIN kGLAC ON ExpenseItems.GLCo = kGLAC.GLCo
AND ExpenseItems.GLAcct = kGLAC.GLAcct
INNER JOIN kHQRD ON kGLAC.ReviewerGroup = kHQRD.ReviewerGroup
INNER JOIN kDynamicHQRV ON kHQRD.Reviewer = kDynamicHQRV.Reviewer
LEFT OUTER JOIN @SubmitterReviewer SubmitterReviewer ON kDynamicHQRV.Reviewer = SubmitterReviewer.Reviewer
WHERE ExpenseHeaderID = @ExpenseHeaderID
AND kDynamicHQRV.Active = 'Y'
AND kHQRD.Active = 'Y'
AND ( kHQRD.ThresholdAmount < ExpenseItems.Amount
OR ThresholdAmount IS NULL)
AND ExpenseItems.GLAcct IS NOT NULL
AND @ReviewerOnSubmit = 0
AND 1 = CASE WHEN @ExpenseAllowSelfApproval = 0
AND SubmitterReviewer.Reviewer IS NOT NULL
THEN 0
ELSE 1
END