...
| Info |
|---|
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. |
...
You can set up different levels of approval based on Spend Limit.
For example:
| User | Spend Limit |
|---|
| Line Manager | ||
|---|---|---|
| User 1 | None (No approval needed) | |
| User 2 | £300 | User 1 |
| User 3 | £100 |
User 2 |
In the above scenarionscenario:
- User 1 has no Spend Limit created on Claritum and will be able to approve any 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 emailup to £300. For POs over £300 an approval email will be sent to User 1.
- 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 projectSupplier POs up to £100. For POs over £100 but below £300 an approval email will be sent to User 2. For Supplier POs over £300 an approval email will be sent to User 1.
Set up Spend Limit and Line Manager
...