Purchase Approvers
Purchase Approvers
Purchase Approvers are users who are authorised to review and approve outgoing purchase orders and making external commitments.
Select Finance Settings
Click Add New
Any Approver can be setup for a specific office or globally for all offices.
Complete the details, When entering approval limit you can choose to define a value or tick the unlimited box instead.
Approver limit and Office can be edited at any time to increase or decrease authority level.
Select the 3 dots then choose the option you wish to execute.
Delegation of Authority
Delegation of Authority
Delegation of Authority is where you can create user groups who are authorised to review and approve outgoing purchase orders and making external commitments.
Select Finance Settings
Select Delegation of Authority (DOA)
Select add a new Purchase approver
Enter the details for the purchase approver group
For the approver role you can either select a user(s) or the project manager
Select the Approver Type:
Single Source Justification
External Commitment
Approval to Pay
Select create once all details are complete
Enter the single source limit here and save limit afterwards
The single source limit is the highest cost a Purchase request can be before you cannot select procurement mode single source.
Purchase Order Notes
Purchase Order Notes
Select Purchase order notes
Select add new public note
Enter public notes details then save notes
Select remove to delete a public note then save notes after
Currency Exchange
Currency Exchange
Select currency exchange
Select a new currency to add from the drop down list
Once you have chosen a currency to add select add new currency
The Exchange Matrix is changed manually
Select the number you want to change and enter the new value. It will be saved automatically
