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I would like a document which details the approval process

Fourth Customer Success Portal
A question from @Steven Barath​ 😊   I would like a document which details the approval process, including the differences between review approval, and final approval. Also some further explanation as to how to do tiered final approvals or commodity approvals.   Thanks!   Best, Zaina
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Comments

4 comments

Date Votes
  • Steven Barath

    ​also for the sake of discussion, the approver who authorizes the requisition "locks" the requisition from further changes, how does that affect the second approver? 

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  • Mark Whitmore

    Hi {@0053z00000AyEM2AAN}​ ,

     

    Many thanks for your question. There is an article on approval routes here: https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-an-Approval-Route, but it may not answer all of your questions.

     

    An approver is someone in the route who needs to authorise the requisition (or recipe, project or product) prior to it being converted into a Purchase Order.

    A final approver must be the last person in the approval route, and when they approve the requisition the requisition will then be ready to be converted into a Purchase order either by the system or manually.

     

    You can have multiple final approvers in a requisition approval route and using their approval limits you can set-up what I believe you are referring to as tiered final approvers.

     

    For example:

     

    User 1 - $1000 approval limit. Any requisitions for less than $1000 can be final approved.

    User 2 - $500000 approval limit. Any requisitions for over $1000 will be approved by User 1, and then need to be final approved by User 2.

     

    I hope that helps!

     

    Best

    Mark

    Fourth

     

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  • Steven Barath

    Hi Mark, and thanks for you answers so far.  In our operation, we would like the Purchasing Manager to see all reqs prior to them being forwarded to Costing And Management.  the thoughts are purchasing agent *review, purchasing manager* approve cost control*approve Hotel Management Final Approve then Director Final Approve beyond Hotel Management set limit.  the purchasing manager and cost control do not have final approval status and currently set to zero dollar will the below chart work?

     

     

    ​

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  • Mark Whitmore

    Hi @Steven Barath​ ,

     

    Yes your current process looks like it will work how you want it to.

     

    Once the requisition has been approved, if someone later in the chain wants to make the change I would recommend it is rejected and pushed back to the original approved with a comment so they know why.

     

    I hope that helps

     

    Best

    Mark

    Fourth

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