Setting up Purchase Approvers and Budget Holders

Purchase Approvers

Purchase Approvers are users that can reject or approve requisitions (purchase requests) made by other users. This adds another layer of security to your Direct-P2P workflow as it prevents orders being made without validation from a Purchase Approver.

When a requisition is placed that falls into a Purchase Approval range, depending on how that range is set up, the requisitioner will have to select one or multiple purchase approvers and rubber stampers to validate the requisition before any purchase orders can be sent to the supplier(s). 

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⚠ Important

In order to set up Purchase Approvers, you will need to have set up the relevant Purchase Approval Ranges. Click here for articles on how to do this.

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If you would like to designate users as Purchase Approvers, this can be done under Settings > User Management in the Purchase Approvers tab.

To assign your approvers, click the "Set Range" button next to the user's name. This will open a modal window where you can select your range(s). Once you have selected these, you can then select the permission level for the approver:

• None - No permission to approve or reject (you can use this is you would like someone to be a budget holder but not a Purchase Approver).
• Section - Is allowed to approve or reject requisition for their section.
• Department - Is allowed to approve or reject requisition for their department.
• Organisation - Is allowed to approve or reject requisition for their organisation.
• All - Is allowed to approve or reject requisition for anyone.

Once you are happy with your selection, click '×' in the top right to close.

Budget Holders

You can also set users as Budget Holders from this screen, by toggling the relevant tick box. If selected, this user will be available to provide their Rubber Stamp where needed for requisitions under their approval budget/level.