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If they view a supplier purchase order which has a value higher than their spend limit they will see a Get Approval button instead on of the Authorise button.
When clicking on Get Approval button an email is sent to the Administrator's Line Manager requesting an approval.
The Line Manager will then be able to approve the Purchase Order.In order for Supplier Purchase Order Approval to work Administrator's Spend Limit and Line Manager need to be set up
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Please bear in mind that if your Line Manager is not available to approve the PO ( out of the office) you can always ask another Administrator on the system to approve it for you. This Administrator though must have a Spend Limit equal to or above the Supplier PO value or their Spend Limit should unlimited. |
Approval Levels
You can set up different levels of approval based on Spend Limit.
For example:
| User | Spend Limit | Who can approve |
|---|---|---|
| User 1 | No approval needed | |
| User 2 | £300 | User 1 |
| User 3 | £100 | User 1 User 2 |
In the above scenarion:
- User 1 has no Spend Limit created on Claritum and will be able to approve Supplier POs for both User 2 and User 3
- User 2 can approve Supplier POs for User 3. Also if User 2 is a Line Manager for User 3 he will receive an Approval email.
- User 3 can ask either User 2 or User 3 to approve the Supplier PO where User 2 is the primary approver because he's set up as a Line Manager for User 3. This means only User 2 will receive an email with a request for approval. Because User 1 is not a Line Manager for User 3 - he will not receive an email asking to approve the order but can still approve it by going directly to the project.
Set up Spend Limit and Line Manager
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