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The Requisition Approval Level tab provides the facility to add or edit different levels of approval to be attached to different approvers. These levels define the maximum dollar amount that the user can approve for a requisition. Based on the level hierarchy, the approval routing will manage the delivery of requisitions to the appropriate approvers based on their approval levels. Approvers will be assigned levels in their permissions.
In order to ‘Auto Route’ requisitions for approval, there is a number of requirements:
•Define who the approval individuals are
•Define how they relate to the originator
•Define the groupings of approval limits
Defining who the approvers are is a matter of security permissions. If the individual has permission to the Requisition Review function, they are an approver.
The connection between originator and approver is accomplished using a combination of Security Permissions, Locations and the Auto Approval setting.
The Requisition Approval Levels tab has the following options:
•Add
•Edit
Use the following steps to add a requisition approval level:
1. Click on the System tab, click Settings, and select Accounting.
2. Click on the Requisition Approval Levels tab.
3. Click on the Edit button to make fields available.
4. Click on the Add New button.
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5. In the new line, under the Max Value column, enter numeric value that is greater than the previous value and does not exceed 999999999.
Note: The Level field will be unavailable and auto populate the next number in sequence. The Max Value field will auto populate with a default value of 1.
Click on the Delete icon to remove a line in the grid.
6. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
7. Click on the Save button to confirm the new alias format or click on the Undo button to remove all input information and reset the fields to their default values.
Use the following steps to edit requisition approval levels:
1. Click on the System tab, click Settings, and select Accounting.
2. Click on the Requisition Approval Levels tab.
3. Click on the Edit button to make fields available.
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4. If applicable, update Max Value for any line items. The Level field will be unavailable and auto populate the next number in sequence.
Note: Click on the Delete icon to remove a line in the grid.
5. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
6. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.