Structure Type: Property Only
Navigation: Requisition > Requisition Centre > Purchase / Outlet Requisition > ApprovalsUse this screen to manage approvals. In each route, a particular user has one of three roles (reviewer, approver or final approver). A user can have different roles in different routes at Requisition Approvals — Routing Tab.
This dialogue box allows routing a purchase requisition for approval. Approval is needed for a purchase requisition only if there are products with the Approval Required option. Outlet requisition approvals are needed if Approval Needed For Outlet Requisitions option is selected at Property > Administration > Requisition. The total amount for approval is the total cost of such products on the requisition.
Fig 1 — Requisition Approvals — Routing Tab
|Route Type||There are two possible ways to add the users to whom you will route the requisition for approval. You can use a Route List and add people to provide approval from this list.
Alternatively, if you want to add the approvers manually, use the Individual Routing option.
|Route List||Is only available if the Route List option is selected above. Choose a route list to select the users from the predefined list. Route lists are created at Property > Setup > Routing > Route Builder.|
|Select Route||Click this button to select the route list specified in the Rout List field.|
|Add Users||This button appears if you select the Individual Routing option. Click this button to select approvers manually.|
|Current Active Sequence Users|
|Sequence||Sequence number of the user.|
|Full Name||Full user name.|
|Route Name||Displays the name of the route list if the approvers were added using the route list option.|
|Role||A drop-down list with the available roles which are set for a user on the User Details screen at Property > User Centre. The following roles are available:
Note: If you added the approvers using the route list option, these fields are read-only.
|Approval Limit||Maximum amount up to which a user can provide approval or final approval. The approval limit is set up for a user on the User Details screen at Property > User Centre.
Approval limit is calculated considering item cost with the discount applied. For example, there is a purchase requisition that has an item cost of $1.050 and the approver has an approval limit of $1,000. If you apply a 10% discount to the requisition, the new item cost will be $945, which now falls under the approval limit.
If a user's approval limit is not sufficient to approve or final approve this purchase requisition, you will not be able to route the requisition for approval to this user and the system will show you the corresponding warning.
Note: For the users whose role is "reviewer", the approval limit is not taken into consideration.
|Alternate User||A user in charge if the specified user is not available. An alternate user is set with the help of the Out of Office option at Edit > Out of Office. Alternate user for any user of the system can be also provided in the User Centre.|