Executed rule: Refund approval route · refund request case

RX-8

Dry run for January 2027: the FY2026 thresholds end on 31 December and FY2027 is not released yet

Context

Approval route = IF( ≤ , "Approve automatically", IF( < , "Finance approval", "Risk committee supervision"))

= Waits for V-6: REFUND-AUTO-APPROVE@2026 is not in effect on 2027-01-15.

Click a term to unfold it in place; the i shows where a source value lives.

The values this execution used, each with the cell it was read from.

Click a term to unfold it in place; the i shows where a source value lives.

#	Variable_id	Variable_title	Formula_id	Formula / value origin	Type
1	V-6	Refund auto-approval limit [!]	—	MD-24!REFUND-AUTO-APPROVE@2026.value [!] REFUND-AUTO-APPROVE@2026 is not in effect on 2027-01-15.	Source data
2	V-7	Refund supervision limit [!]	—	MD-24!REFUND-SUPERVISION-LIMIT@2026.value [!] REFUND-SUPERVISION-LIMIT@2026 is not in effect on 2027-01-15.	Source data
3	V-5	Refund amount requested [3,200.00]	—	REQ-1!amount [3,200.00]	Source data
4	V-13	Approval route [!]	IR-5	IF( ≤ , "Approve automatically", IF( < , "Finance approval", "Risk committee supervision")) Waits for V-6: REFUND-AUTO-APPROVE@2026 is not in effect on 2027-01-15.	Calculated

Each variable in the order it was evaluated: sources first, then each formula with the values it used.

#1V-6Refund auto-approval limitSource dataStopped
Address: MD-24!REFUND-AUTO-APPROVE@2026.value · Master data cell, as of 2027-01-15
Master data table: MD-24 · Approval Thresholds FY2026 · Record REFUND-AUTO-APPROVE@2026 · Record version 1 · In effect from 2026-01-01 to 2026-12-31 · Column value
Problem: REFUND-AUTO-APPROVE@2026 is not in effect on 2027-01-15.
#2V-7Refund supervision limitSource dataStopped
Address: MD-24!REFUND-SUPERVISION-LIMIT@2026.value · Master data cell, as of 2027-01-15
Master data table: MD-24 · Approval Thresholds FY2026 · Record REFUND-SUPERVISION-LIMIT@2026 · Record version 1 · In effect from 2026-01-01 to 2026-12-31 · Column value
Problem: REFUND-SUPERVISION-LIMIT@2026 is not in effect on 2027-01-15.
#3V-5Refund amount requestedSource data3,200.00 EGP
Address: REQ-1!amount · Field "amount" of the work case
Work case: REQ-1 · Refund for a damaged shipment of 40 chairs
#4V-13Approval routeCalculatedStopped
IR-5 · AR-5 Refund approval routing: IF(3,200.00 ≤ —, "Approve automatically", IF(3,200.00 < —, "Finance approval", "Risk committee supervision"))
Problem: Waits for V-6: REFUND-AUTO-APPROVE@2026 is not in effect on 2027-01-15.