Purchase Order Approval
There are 2 different purchase order flows called Standard and Enhanced flow, both having 2 different Approval flows. Guides for both setups are shown below:
Purchase Approvers
Purchase Approvers are users who are authorised to review and approve outgoing purchase orders (Standard flow) and making external commitments.
Select Finance Settings within the admin console.
Once on the Purchase Approvers tab of the Finance settings page select 
to create a new approver.
Select the user Approver along with an Approval Limit, you can add a specific limit or tick the unlimited box for no limit. Select the Office the user is able to approve for, this can either be a single specific office or all offices. Make sure to Save once complete.
All Approver details can be updated or Deleted at anytime by selecting Edit or Delete respectively via the 
(3 dot) symbol to right of the record.
Delegation of Authority
Delegation of Authority is where you can create user groups who are authorised to review and approve outgoing purchase orders (enhanced flow) and making external commitments.
Select Finance Settings within the admin console.
Once on the Delegation of Authority (DOA) tab of the Finance settings page select
to create a new approver.
Add a Description to the approver (this will be visible name of the approver on the PO). The DOA can have multiple Approver(s) attached to a single purchase approver group, select the user(s) to be designated approval.
There is also the option to select the Project manager as the DOA, this can be done by select the PM on the Role field. Otherwise leave the role as Select a user role to keep the approvers that have been selected.
Add the Approval Lower Limit and the Approver Upper Limit or tick the unlimited box for no upper limit.
There are 3 Types of Approval:
Single Source Justification (SSJ)
External Commitment
Approval to Pay
SSJ approval is part of a purchase request approval related to high value purchases.
NOTE that for the purchase request you are required to have an SSJ approver that is able to cover the cost no matter which procurement mode is selected. A single DOA with a lower limit of 0 and upper of unlimited works unless you want to have different levels for SSJ, which you can do so.
External Commitment is related to approval of purchase orders and dependent on the total value of the purchase order.
Approval to pay is related to approval of supplier invoices which are receipted against the related purchase order.
We recommend creating external commitment and approval to pay DOAs incrementally. Meaning it starts with a limit 0-1000 for the first approver then 1000-5000 and so on, which will remove any overlapping DOAs. If you choose to create individual DOAs however (only a single user per DOA) then you may need to overlap to have multiple DOA options on the purchase request and PO
Lastly select the Office which the purchase approver is able to approve for. Only an individual office can be connected to an approver for the Enhanced flow.
Select 
to save the new purchase approver.
On the DOA index page select the Single Source Limit box and add the decided limit.
The single source limit is the highest cost a Purchase request can be before you cannot select procurement mode single source.
Make sure to select Save Limit once complete.
Purchase Order Public Notes
Public Notes are note presets that are created within the admin console and can then be selected by the buyer on the PO. Public Notes will appear on the Purchase order PDF download.
Within Finance Settings select Purchase Order Notes from the top tab.
Once on the Purchase Order Notes tab select 
to create a new public note.
This will create a new blank public note that can then be populated with the Title and Public Note text.
NOTE You may need to scroll down to view the new blank public note if you already have a few. The new public note will always appear at the bottom of the existing ones.
Once the new note has been completed or changes have been made to an existing note, select 
to save the public note.
You can also delete an existing note by selecting 
under the note you wish to remove.
Currency Exchange
This is where you can define your currency exchange forex matrix. Each Office is tied to a single currency that is set when it's created, however you are able to change the currency via the forex matrix that will be applied on the contract.
NOTE The forex matrix is set manually within Proteus and is not tied to a global / external forex matrix.
Within Finance Settings select Currency Exchange from the top tab.
Once within the Currency Exchange you will be able see an existing blank matrix including the currencies that were set for each Office that has been created.
You can then add more currencies to the matrix by selecting a new currency from the drop down 
. After the currency has been chosen then select
which will apply the new currency which will then be available on the contract.
Select a cell within the matrix to add a new exchange rate.
You are able to test the exchange rate added onto the matrix via the Exchange rate tester. Add a currency to both the source and target currency drop down's and then you can enter a value within the cell on the left to view the target currency exchange output.
Invoice Settings
Invoice settings is where you can set the start date of the Financial year for your Proteus tenant.
Within Finance Settings select Invoice Settings from the top tab.
Select the Financial year start date from the drop down and then select 
.
