Setup of Approval Tracks

Overview

Approval tracks control the requisition process by defining lists of persons who must approve requisitions before the items can be ordered. You can create an unlimited number of approval tracks and create one for each department in your organization or create only one or two for a more centralized process.

Foundation

Approval tracks are based on GL Account numbers and projects. Defining rules based approval tracks on these criteria can keep purchases routed to users with budget responsibilities for those accounts and projects.

Highlights

· You can use an unlimited number of persons to approve the requisitions in each track. You can create a track with one person or one with 100 people. Limitations to approval tracks are determined by the way in which your organization chooses to monitor requisitions.

· You can limit approver involvement based on the amount of a requisition. For example, you may only want an executive level approver reviewing requisitions for over $1, 000.

· You can designate alternate approvers if a person in a track will be gone for a certain period of time.

· Requisitions with approval tracks assigned to them must be approved by all persons on the list. If not, the requisition cannot be turned into a purchase order and, therefore, not ordered from a vendor.

· Approval tracks can be automatically assigned when a requisition is created or selected by the requestor when creating the requisition. This setting is established on the on the Approvals tab of the Purchasing Module Setup window.

Professor Plum requested desks that were $400 each. The approval track assigned to the requisition indicated that Professor Freud must approve the requisition before the desks could be ordered. Professor Freud knew that the Psychology Department needed to order some computers before the year was over and that there was not enough money in their budget for both the desks and computers. Therefore, he did not approve the requisition. He asked Professor Plum to find desks that were less expensive. Professor Plum changed his requisition to include the $150 desks, and Professor Freud approved it.

How To

Add Approval Tracks

Change Approval Tracks

Delete Approval Tracks