Direct P2P Key Users: Exception Workflow

Nominated Key Users will be able to place Requisitions that are to be treated as an Exception , which allows you to bypass steps in the workflow and advance the Requisition straight to a certain stage. The workflow will then continue normally from the stage the Requisition has been advanced to. 

Users with this permission will see a yellow Exception button in their Requisition Basket next to the normal 'Send for Approval' button. 

There are two different options to treat a Requisition as an Exception:

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.

Skips Purchase Approval

• Fill in all the details in the Requisition Basket as usual apart from the Approval section
  
• Click the Exception button
• Input a reason for why you're making this an exception
• Under Advance Purchase Items to Status, select the status you wish to fast-track the Purchase Items to. See below for more information on the Status options. 
• Submit the Requisition as Exception
• The Requisition will now show on the Purchase Items screen with the Status you selected
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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.

Requires Purchase Approval

• Fill in all the details in the Requisition basket, calculate approval and select approvers
  
• If there's a specific Buyer that should manage the exception (set the status) after approval, select the user from the Requisition on behalf of drop-down
• Click the Exception button
• Input a Reason for why you're making this an exception
• Tick the Allow Buyer to manage workflow after requisition approval box
• Submit the Requisition as Exception
• The Requisition will be sent to the selected approvers to approve
• Once the Requisition has been approved, the selected buyers will be able to click Exception next to the Purchase Items to select the status to fast-track it to. 
  • See here for more information for the Buyer POV.

Exception Status Options

• Approved - this skips the purchase approval step and marks the Purchase Item as approved. This skips to:
  • Stage: Order
  • Status: Approved
  • This will then allow you to send a Purchase Order to the supplier
• Purchase Orders Sent - this skips sending the Purchase Order(s) to the supplier(s) (for example if you've already sent a Purchase Order to the supplier outside of the software). This skips to:
  • Stage: Order
  • Status: Sent
  • This will then allow the supplier to confirm delivery, or for you to receipt the order.
• Delivered - this skips sending the Purchase Order to the supplier, and marks the Purchase Item as delivered. This skips to:
  • Stage: Delivery
  • Status: Delivered
  • This will then allow you to receipt the order.
• Receipted - this skips sending the Purchase Order to the supplier, and marks the Purchase Item as receipted. This skips to:
  • Stage: Delivery
  • Status: Receipted
  • This will then allow the supplier to Invoice the Purchase Item.

Credit Functionality

Please see here for more information on the Credit Functionality.