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- A user places an order which is over their $ limit, and therefore requires approval.
- An approver (or group of approvers) will approve or reject the order (or individual lines) on the order.
- If approved, the order is submitted and integrates to the ERP.
Once the order is approved, it can either be submitted on account, the approver pays for the order, or the order awaits payment by the original user (depending on business rules and role settings).
There are 3 Approval modes, each with varying complexity. Select the mode that best suits your organisation.increasing complexity:
- Approval By User - a simple 1-to-1 relationship. One user's orders are approved by another user who is the nominated approver (users aren't required to be on the same account).
- Approval By User and Account - multiple users may be eligible to approve orders, as long as they are on the same account and have the required approval limit for the order in question.
Advanced Approval By User and Account - offers advanced options for multi-person approval, hierarchical approval, and approval groups.
Approval By User
This is a simple order approval process. An order limit is set for the user, as well as the nominated approver. Any orders over the limit will require approval. When the user submits an order, an email is sent to the Approver containing information about the order and a link to the order approvals page. The Approver clicks the link, logs into the website and reviews the order. After either approving or rejecting the order, an email notification is sent to the original user.
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