Purchase Approval Ranges

Setting up Purchase Approval Levels

In order to specify the cost band under which a Purchase Approver can approve or reject incoming orders, you will need to create Purchase Approval Ranges under Settings > Purchase Approval Ranges.

To add a new range, enter your lower and upper values under the Add a New: Purchase Approval Range panel. For example, to set a range for the £1,000.00 – £9,999.99 band, set your lower value as 1000 and your upper value as 9999. 

N.B. These values are inclusive so, in this example, any requisition for £1000 or £9,999.99 would fall within this range.

Once you have entered the value for your approval range you can select the number of purchase approvers you want to require for requisitions in this range, and whether the Budget Holder's Rubber Stamp will be required too.

Once you are happy with the information you have entered, click "Add".

Once the range has been added you will be able to edit, disable or delete it, until it comes into use with requisitions, at which point, it cannot be deleted but simply disabled. 

N.B. For your highest band, you should set the upper value to be infinite so it captures every requisition over a given value.  For example, if you want your approver with the highest authority to be able to approve any order over £10,000.00, then you can set your lowest value as 10000 and tick the Make Infinite ∞ checkbox. If you don't do this then requisitions over your upper value will be able to bypass the approval process.

Allocating your Purchase Approvers

Click here for help on how to allocate Purchase Approvers.