Budget Approval Rules tab

You can write approval rules on the Budget Approval Rules tab of program, project, and invoice templates to streamline the approval process. Define rules to automatically approve budget and invoice line items using the rule builder. Each time a line item is added or edited, Unica Marketing Operations checks it against the approval conditions set in the program, project, or invoice template. If the line item meets the conditions, then it will trigger an approval process. If the line item change does not meet the conditions, it will be automatically approved.

Each line item requires a separate approval. Depending on the conditions set, a single line item may trigger multiple, parallel approvals from multiple approvers.

For projects and programs, you can build conditions based on any attribute in any form of the object's template. You can also build conditions based on the following budget attributes.

Expenditure date

Source account

Cost category

Committed amount

Forecast amount

Vendor name

For invoices, you can build conditions based on any attribute in any form of the invoice template. You can also build conditions based on the following line item attributes.

Source account

Cost category

Cost per unit

Quantity

Total cost

For more information on the approval process, see the Unica Marketing Operations User's Guide.

If you do not write any rules, Unica Marketing Operations will not require any approvals and functions as it did prior to version 8.5.0.

Depending on the template, you can build rules using Unica Marketing Operations dummy users. These users can then be mapped to real users in your organization.

Program Template: Program Owner and Account Owner

Project Template: Project Owner and Account Owner

Invoice Template: Invoice Owner and Account Owner