Issue:
Don't see an Approver?
Approver or Department not displaying
Unable to submit an order because Approver or department is unavailable
Next Approver or Department Missing in Request for Order Drop-Down
why can I not see my location/ department even though I have set it up?- Cost Center not appearing in Order Requests
Approvers cannot be selected for a request
This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.
Cause:
There are 3 potential causes for a missing Location, Department or Approver.
Missing Approval Routing.
Missing Account Code.
Location permission not assigned to the user.4. Missing or incomplete information in the request, such as line items or associated Cost Centers, preventing the system from matching a routing rule.
Resolutions:
Option 1. Approval Routing
The Approval Routing has not yet been set up, this is essential for visibility on orders and company spending. To set this up, see Understanding and Setting Up Approval Routing Groups To add a missing department to an existing routing:
Navigate to Settings > Manage Approval Routings.
Locate the relevant routing.
Click the three dots (...) and select Edit Triggers.
Add the missing department To create a new routing group for the department:
Click + New Group.
Set up a dedicated approval workflow for the department.
Option 2. Account Code (Manage Chart of Accounts)
An Account Code may not be linked to the Department. To set this up, see How to Assign an Account Code to a Department
Option 3. Location Requesting Permission
If your Permissions do not give you access to the request within the Location where the new Department was created, you will be unable to see the Next Approver or Department within the dropdown options.
These permissions can be adjusted by following the steps within Assigning User Locations. If you don't have access to make these changes, you will need to contact your account administrator to adjust your Permissions.
Additional Information:
If a user is unable to view the location/department in their drop-down, ensure that the user has the location/department assigned to their roles & permissions- Regularly review and update Approval Routings to ensure all active departments are included.
Clearly define custom-field triggers to avoid confusion and ensure accurate routing.
Test new Approval Routings with sample requests to verify functionality before implementation.