Supplier Purchase Order Approval

You can limit the amount administrators can spend on supplier Purchase Orders.

If they view a supplier purchase order which has a value higher than their spend limit they will see a Get Approval button instead 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.

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

Go to Administrators → View administrators
Access administrator's profile
Go to Details tab
Set Spend Limit and select Line Manager

Please bear in mind the Line Manager must already be set up as an administrator on Claritum