Direct-P2P Approver: Approving orders as a Purchase Approver/Budget Holder

Requisitions can be sent to Purchase Approvers and Budget Holders to approve. As a Purchase Approver, Budget Holder or both, you have the ability to approve incoming requisitions if the total cost falls within a value bracket (Purchase approval range) under which you have approval rights.

• For example: if you are responsible for moderating orders within the £500 – £1000 range, then all of the orders you are required to either approve or reject will have a total value within that range—the total value being the sum of all the items and the quantity of those items within a single requisition.

N.B: Requisitions you're sent will not be able to be sent to the Supplier until they are Approved.

Budget Holder - Rubber Stamp

As a Budget Holder, you can be selected on Requisitions of any value where the buyer belongs your Organisation.

If you have been selected as a Budget Holder for a Requisition, you'll be asked to Rubber Stamp it. You'll receive a notification to let you know when a Requisition requires your Rubber Stamp.

• Head to Direct-P2P > Purchase Items
• Incoming Requisitions for you to approve will have a green 'Stamp' button next to them
• Clicking the 'Stamp' button will then send it on to a Purchase Approver for the next stage of approval
• You can click the yellow 'Not Approved' button if you don't wish to Rubber Stamp the Requisition. This will ask you to provide a reason for the rejection which will be sent to the buyer, and they'll need to cancel the requisition.

Purchase Approver - Approve

As a Purchase Approver, you can be selected on Requisitions where the total cost falls within a value bracket (Purchase Approval Range) of which you have approval rights. Depending on how your Direct-P2P Admin has configured your approval rights, you may only be sent Requisitions placed by buyers belonging to your Section or Department, and not your whole Organisation.

If you have been selected as a Purchase Approver for a Requisition, you'll be asked to Approve it. You'll receive a notification to let you know when a Requisition requires your approval.

• Head to Direct-P2P > Purchase Items
• Incoming Requisitions for you to approve will have a green 'Approved' button next to them
• Clicking on the 'Approved' button will then allow the buyer to send a Purchase Order to the supplier
  
• You can click on the yellow 'Not Approved' button if you don't wish to Approve the Requisition. This will ask you to provide a reason for the rejection which will be sent to the buyer, and they'll need to cancel the requisition.