Once a buyer submits a requisition, the requisition will route for approval. Utilizing the community's Org Unit (Organization Unit) or Account Codes, depending on the Approval Process.
Org Unit
Each buyer is tied to an Organization or Org Unit. The Org Unit is tied to one or more approval chains containing a hierarchy of approvers, with assigned approval levels.
If there is more than one approval chain, the buyer selects the correct one when creating the requisition. The approval is sent to the correct users in the approval chain, based on the required approval amount.
Account Code
Approvals can also be driven by Account Codes, which are tied to an approval chain. In this case the approval is routed according to the account codes used on the requisition. The approval is sent to the correct users in the approval chain based on the required approval amount.
Requisition Approved/Declined
If the order is approved, the buyer will be copied into the order email sent to the supplier.
If the requisition is declined, the buyer will receive an email stating that the requisition has been declined by the approver. The approver is able to provide a reason why the requisition was declined. If a reason is provided, it will be included in the email notification to the supplier.
Self-Approval Level
Buyers may have a self approval level if assigned in the user’s profile, by a Community Administrator or User Administrator.
Buyers can also be setup to have no self-approval level. In which case, all requisitions will be sent for delegated approval.
If a requisition is within the buyer's self approval level, the requisition will be:
- Approved automatically
- Generate a PO number and
- Sent to the supplier immediately.
If a requisition is outside a Buyer's self approval level, it will be:
- Sent for approval and
- Routed to the first user with the correct delegated approval level.
Dependent upon the community's approvals configuration, the approval could be for the entire requisition or individual lines.
If approval is designated for individual lines, it may also require multiple approvals on the entire requisition.
Once the requisition has been approved, the purchase order will automatically be sent to the supplier.
| Note: For information on how to approve or decline see Approving or Declining a Requisition. |