Setting up approval paths in the purchasing module
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
Defining an approval circuit with several levels and several approvers per level, depending on the type of order, allows you to better segment the process. You can define multiple order approvers and use hierarchical levels.
Each approval path can be customized using the following options :
- Start at 1st level
- Stop at the level where commitment is sufficient
- Inform approvers at last level
- Threshold
- Path priority
Note :
If no approval path is defined at "Project" level, then the approval path at "Company" level is taken into account. For the "Company" approval path, only one level is possible.
In this article :
Where to set up an approval path in the purchasing module ?
The first step is to go to the "Management" tab (1), then "Project" (2). Then click on the one of your choice if you are not yet in the context of one of them.
Note :
The procedure is the same if you ever want to set up an approval path at Company level. In this first step, you just need to go to the Company tab, not the Project tab!
Then click on "edit information".
Click on "Configure approval path". A window will open in which you can set the path.
How to set it up?
Go to the "approval path" tab (1), then choose the path you wish to modify or set up (2).
The first step is to choose an approver from the list (3). You can also add one at the same level (4) or at a higher level (5).
Then click on "Recalculate current approvals" (6). When you modify the approval path, you have the option of recalculating the approval path for orders "awaiting responsible approval", so that these modifications are taken into account in orders already placed.
In the "Options" tab (1), tick the options to be applied to the approval path (2). If you place your mouse over the icon, you will see the explanatory note for each option (3).
You can also duplicate (1) the approval process for another site. Simply select the site of your choice from the drop-down list (2) or type the name of the site in the search bar to save time if your list is long. Then click on "Duplicate" (3).
Warning ! This action replaces the current approval process.
Note :
If you'd like to find out more about the different behaviours you can observe depending on the options you choose, feel free to consult the Help Centre article on this subject.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
configuration - approver - approval path - invoices - orders - hierarchy - maximum commitment - duplicate - threshold - purchasing