Specifying approval process condition

To specify a condition that defines when a purchase order approval is required:

Log in as a user with Administrator access rights.
Go to Settings > Purchases / Warehouse.
Under Purchase orders, select the Use purchase order approval checkbox.

In the Purchase order approval type field, select any of the following options:

Option	Description
For all purchase orders	All purchase orders require approval.
If amount exceeds threshold	A purchase order requires approval if its amount exceeds a certain threshold. For example, approval is required if a purchase order amount exceeds 1000 EUR. After you select this option, in the Approval threshold field, enter the threshold. The threshold currency is either of the following: A supplier's settlement currency. A purchase order currency. This applies if you select the purchase order currency that differs from the supplier's settlement currency. After you select the option and specify the threshold, these settings appear on each supplier card. You can edit them. For example, change the threshold for a certain supplier. Do this in the same way as descibed below for the "Depending on supplier's settings" option.
Depending on supplier's settings.	A purchase order requires approval if its amount exceeds a threshold specified for a supplier. Select this option if you want to define an individual approval threshold for each supplier or each supplier's contract. Then, to define the threshold: On a supplier's card do either of the following: If the Contracts checkbox is available and selected in the AR/AP details, on the link bar, click Contracts, open a contract, and select the Billing tab. If otherwise, open the Billing details tab. Select the Approval required if Purchase order amount exceeds checkbox. Next to the checkbox, enter an approval threshold value. To learn more about supplier's settings, see Counterparties catalog. You might choose to define an individual threshold for existing suppliers. For such suppliers, the Approval required if Purchase order amount exceeds checkbox and threshold field are not editable by default. To be able to edit them, on the top left of a supplier's card, click More actions, select Allow editing attributes, and click Check and allow.

As you select any of these options, you will be prompted to apply the settings to the existing catalogs. Choose either of the following:

To apply the selected option to all existing suppliers and purchase orders, click Yes.
To apply the selected option only to new suppliers and purchase orders, click No.

<< Prev Next >>