Approvals

There are three types of approvals in EPRO - a Requisition Approval, a Payable Approval, and an Invoice Approval. The article only focuses on the first two. Click here to learn about Invoice Approvals.

Requisition Approval

Any order that fails an Allowance Category test goes into Requisition status and, therefore, must be approved for it to become a Purchase Order. Note that all orders placed in the system are subject to an allowance test based on any Allowance Categories that the order may match up with. There is always at least one Allowance Category in the system and if there are multiple categories, one of them is designated as the default category. Worth mentioning again - every order placed in the system is tested against an Allowance Category and when there is no Allowance Category match, the default category is used.

There are multiple actions that can taken on a Requisition, including Approving, Declining, and Deleting. Requisitions can even be modified prior to approving.

Payable Approval

When an electronic invoice, where received by EDI or Scan & Capture, enters the system and there is no originating PO, a new PO is created on the fly and is considered an ad hoc order. Ad hoc orders required to go through an approval sequence are considered a Payable and are subjected to the same Approval Category testing that Requisitions are subjected to. This is dependent on the Payable Test option being selected for any Allowance Category. At this point, the new ad hoc order must go through the same approval steps as any order being placed on the system.

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