version 14062016
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Introduction
This guide shows how to set requisition budget limits by purchasing category to an outlet.
- 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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- If the requisition falls within the budget level set for the week or year, the requisition willautomatically will automatically be approved and visible in the Approved tab
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