Nominated Key Users will be able to place Requisitions that are to be treated as exceptions (i.e. to allow stages to be skipped in the DirectP2P workflow) for cases where Requisitions need to be placed retrospectively/ need to bypass steps:

  • Place a Requisition to skip Purchase Approval and set the relevant stage of all Purchase Items held within that Requisition
  • Place a Requisition that requires Purchase Approvals, but then allows a Buyer to then skip stages in the workflow


Users with this permission will be able to fill in the details for their Requisition as normal (ensuring that all mandatory fields are provided) and select Exception. From here the user then:

  1. Provides a reason for the Exception (this is then stored in the history of the Requisition) and is not visible to Suppliers
  2. Choose the Exception Route:
    1. Advance Purchase Items to Status (this will skip the purchase approval requirement if set-up) - then pick the new STAGE for the Purchase Items in the Requisition
      1. This will then auto-set the Status of the Requirement to what has been specified. See below for more information on the Status options.
    2. OR Allow Buyer to manage workflow after requisition approval (this will require purchase approval, and will then allow steps to be skipped AFTER approval)
      1. This will then means the Requisition goes through the Purchase Approval workflow as normal. Once fully purchase approved, then Buyers will be able to select Exception to pick the corresponding Status.
      2. See here for more information for the Buyer POV.
    3. Click Confirm Exception (N.B. This can't be changed once submitted)


If you wish to skip the Purchase Approval workflow please select Advance Purchase Items to Status and pick the relevant Status for all the Purchase Items held in that Requisition. It will be considered fully Purchase Approved by exception.
If you wish for the Requisition to be Purchase Approved before setting the Exception Status, please pick Allow Buyer to manage workflow after requisition approval in order to allow the Buyer to set the Exception Status once its been fully purchase approved.



Exception Status Options

  1. Approved - Where Purchase Items are to be marked as Approved, and then the Purchase Order(s) can be sent to the suppliers
    1. This is not an option if Purchase Approval has been required.
  2. Purchase Orders Sent - Where Purchase Items are to be marked as Approved, and to skip actually sending the Purchase Order(s) to the supplier(s), will then allow a supplier to mark as delivered for the purchase items and/or the buyer to Receipt the order
  3. Delivered - Where Purchase Items are to be marked as Approved, skips sending the Purchase Order(s) to the supplier(s), mark the Purchase Item(s) as delivered. This will then allow the Buyer to Receipt the order
  4. Receipted - Where Purchase Items are to be marked as Approved, skips sending the Purchase Order(s) to the supplier(s), and marks the Purchase Item(s) as receipted. This will then allow the Supplier(s) to Invoice the Purchase Item(s)