Setting up Requisition Approval Levels
Introduction
What are Requisition Approval Levels?
The Requisition Approval Levels tool enables you to set up to 6 levels of approval for requisitions/purchase orders. Requisitions created at outlet level will go for approval if they meet the approval criteria and will then need to be approved by the relevant head office approver.
The approval levels are set by value and apply to each requisition/purchase order.
Assumptions
Where to find this
In Head Office, Outlets, Set Up Manager Requisitions Levels (this sits in the Purchasing section)
Step-by-Step guide
To start setting up your approval levels for requisitions, first select an outlet and click Continue
You can set up up to 6 different approval levels. 0 will mean you don't want any approval levels in place (this doesn't impact any purchasing category budgets/limits you may have set).
Once you have chosen the required number of levels, click Submit. You can always amend this later if you change your mind.
Having entered your required number of levels, set your maximum spend value which doesn't need any approval. This can be as low as 0.01 if you want all orders to go for approval.
Next enter the limit for your Level 1 approval. Once this is entered you will see the range that your L1 approvers can approve
Please note that your top limit will be unlimited, for example if you select 2 approval levels, your Level 1 approver will be able to approve orders up to the specified amount and your Level 2 approver will be able to approve any amount above that with no limit. If you need to set a limit for your Level 2 approver, then you need to select 3 levels.
Other Questions:
How do I set someone up to be an approver?
Only head office users can approve requisitions. To set this up go to User Access and find the person in Head Office.
Click on their name and you can set them up with the required requisition approval level.
If the user is linked to a specific area, they will only be able to approve orders placed within their area.
Will users be alerted if they need to approve an order?
Users will receive an email alert if they have an order to approve. They can approve the order by logging into IndiCater or by clicking the link on the email.
Can a Level 3 approver approve an order which should be approved by an L1 approver?
Yes. The L2 user will receive the alert but the L3 user can approve the order on their behalf of required.
Does an order which needs L3 approval have to be approved by an L1 user first?
The L1 user will be notified that they need to approve the order and once they have approved it, the L2 user will be notified etc.
However, an L3 user could approve it straight away without going through all the levels if required.