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.