Requisition Budget Limits

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.

• HO users log in > Head Office - Outlet - Setup > Purchasing Categories > 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.

• 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