Buyers may have a Self Approval Level if this has been authorized in the user’s profile by a Community or User Administrator. If a requisition is within the self approval level set for a buyer then the requisition will be approved automatically and sent to the supplier immediately.
|Note: 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 outside a buyer's self approval level it will be sent for delegated approval and routed up the buyer's approval chain to the first approver with the correct delegated approval level. Depending on how your community's approvals are configured this approval could be for a whole requisition or individual lines. It may also require multiple approvals on a single requisition.
Once the requisition has been approved, the purchase order will automatically be sent to the supplier.
For information on how to approve or decline see Approving or Declining a Requisition.
How does Unimarket know who the Delegated Approver is?
Each buyer is tied to an Organistation or Org Unit, that Org Unit is tied to one or more approval chains containing a hierarchy of approvers, each with an approval level. If there is more than one approval chain the buyer selects the correct one when creating the requisition. The approval is automatically sent to the correct person in the approval chain based on the required approval amount.
Approvals can also be driven by account codes which are also tied to an approval chain. In this case the approval is routed depending on what account codes are used on the requisition.
Will I be notified if my requisition has been approved or declined?
Yes, if the order is approved you will be copied into the order email sent to the supplier. If the requisition is declined you will receive an email stating that the requisition has been declined by the approver. The approver given the opportunity to provide a reason when they decline the requisition as to why, which would then be added in the email as well.