version 14062016
- There is a client option which This option enables Head Office users to set requisition budgets by purchasing category. If this is activated, the client can select if they would like a weekly or annual budget.
- When this option is activated, there will be an additional option visible within the HO users log in > Head Office - Outlet - Setup section within the > Purchasing Categories called > Allocate Budgets.
- This option allows you to select an Outlet from the drop down and then set an approval level by each Purchasing Category allocated to the outlet. A budget limit is required for all purchasing categories.
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- When a user tries to place an order, the system will check against the total spend for either a week or for the year, depending on the set up chosen. If the requisition value surpasses the budget limit that has been set, the user will receive a notification advising them that the requisition requires approval.
- The approval process works in exactly the same way as the default approval process
- If the requisition falls within the budget level set for the week or year, the requisition will automatically be approved and visible in the Approved tab
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