Requisitions Levels

The Requisitions Levels tool enables head office gatekeepers to assign financial levels of approval for requisitions created within the outlets.

Setting up Requisition Approval Limits

To access the requisition approval limit setup, go to Outlets and then click Set Up
Scroll down the page to the Requisition Levels section and then click on Manage Requisition Levels
Levels are set up by area and cannot be specific to an outlet
Set the maximum value of a purchase order that each level can authorise up to and then click on Update amounts, for example:
The system will not allow requisitions above the value in Level 6
In the above example all orders up to the value of £100 would need Level 1 approval

Go to User Access and then click Head Office
Locate the user you wish to assign a permission to and click on their name
Ensure that the correct email address has been entered for that user as this is where any requisition alert emails for that authoriser will be sent to
Select the relevant Requisition Level for that user and then click on Update Head Office User

If approval levels have been configured then all approvers tagged with Level 1 approval are sent an email notifying them that a requisition has been raised and requires approval
Approvers should log into Head Office - Finance - Requisitions to see a list of requisitions awaiting approval
The approver can amend an order, reject it or approve it
If the requisition is approved by L1 but the requisition value is above the L1 threshold an email notification is sent to all people tagged with the L2 approval permission informing them of the requisition that needs to be approved. The L2 approver will follow the same steps as outlined above. This step will be repeated until the requisition is approved at the correct approval level.