Purchase approvals in the ERP
Who approves, from what amount, and what happens after a rejection
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
- 01
A buyer can submit an order for any amount, and the manager finds out about it from the bank statement. Let's set up approvals.
- 02
One rule per document type: who creates, who approves, up to what amount no approval is needed and from what amount the director must approve too. You save it, and the workflow is built automatically.
- 03
Case one: an order for twelve thousand. Under "Actions" there is the usual "Submit", and it is submitted.
- 04
For forty-eight thousand there is no "Submit" any more, only "Send for approval". The document waits, and a banner shows who approves it.
- 05
The approver sees everything that is waiting in the "Documents awaiting approval" report: amount, author and how many days it has been waiting. They open the order, click "Approve", the document is submitted and the author gets a notification.
- 06
Case two: the price is above the price list. "Reject", and the system asks for a reason. The author sees it right in the document as a red banner.
- 07
Then the author makes corrections, clicks "Rework" and sends it again. The timeline shows the whole path: who rejected it, for what reason, what was changed and who approved it.
- 08
Case three: one hundred and fifty thousand, above the second-level threshold. The manager has already approved, and the document has gone to the director. It will be submitted only after the director clicks "Approve".
- 09
Payments, supplier invoices, customer orders and write-offs are set up the same way. Large amounts do not get past the person responsible for them.
Document statuses and approvals
Approval of purchases, payments, sales and stock operations: who approves, the amount that needs no approval, a second level, the reason for rejection, notifications and a register of documents awaiting approval.
Area: Accounting and taxes. The module is switched on and off for each company separately, with no per-seat licences.
More modules on video
0:43Control and audit
2:00CRM: order pipeline and chats
2:18Reporting deadlines for an accounting firmThe same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.