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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 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 | Line Manager |
|---|---|---|
| User 1 | None (No approval needed) | |
| User 2 | £300 | User 1 |
| User 3 | £100 | User 2 |
In the above scenario:
- User 1 has no Spend Limit created on Claritum and will be able to approve any Supplier POs.
- User 2 can approve Supplier POs up to £300. For POs over £300 an approval email will be sent to User 1.
- User 3 can approve Supplier 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
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