Manager Approval
1. What does this page cover?
Learn how manager approval is set up. This is an essential step in the procurement process.
Within our procurement solution, the approval process is effectively used to obtain approvals for procurement or purchase of intended goods.
Make sure you understand the basics of approvals before moving ahead.
Prerequisites:
A PR (Procurement Request) must be raised for the manager to approve or reject it, which enables the procurement process to begin. Please check this document to understand more about the procurement process.
Only the manager has the access to approve the first level of PR's.
2. Setting up Manager Approval
There are multiple scenarios when a manager approval is involved. Let's take a look at a few examples:
1. Employee raises a PR for manager approval (with more than one manager level (eg: L1, L2)).
2. Procurer raises a PR for manager approval (with more than one manager level (eg: L1, L2)).
3. Manger raises a PR, goes directly for finance approval.
2.1. Manager Approval Flow
2.2. Steps involved in Manager Approval
Considering the first scenario where an employee raises a PR for Manager Approval:
Once a PR is created, it will be available for Manager approval. Please check this document to understand how PR is created.
1. A manager needs to navigate to the Approvals tab, which will show the list of requests for approval. At this point, the manager has the option to either approve or reject the PR.
2. When you click the Approve button, the Request Approval popup will appear. From here, the manager can review the request information, provide required comments, and click Approve.
Similarly, the PR can be rejected as well. The Comments section will be replaced with the Reason section, where the manager will provide the reason for rejecting.
3. Once the PR is approved, the status will be updated in the Request timeline under the Request summary page along with the date and time of approval.
4. Approved PRs will go to the next step, such as finance approval. Rejected PR's will go back to the procurer for resubmission.
Note:
- When the manager approval involves more than one person, as a prerequisite, approval level configuration has to be done by the super admin of the user account.
- This can be done from Setup -> Preferences -> Approval Setup.
- Please click this document to understand how it can be configured.
However, below image is shown for your quick glimpse.
Considering the first scenario where an employee raises a PR for Manager Approval with more than one manager level (eg: L1, L2):
From here, multiple levels for manger approval can be configured. At the moment, this can be up to a maximum of three levels.
In this instance, the number of levels is selected as 2 and confirmed.
When there are multiple managers, the flow will change beginning after step six from above.
1. Once the PR is raised, the request timeline will have the status as Waiting For L1 Manager Approval.
2. From the Approvals tab, the L1 manager can either approve or reject the PR.
3. Upon clicking on Approve or Reject, you will be taken to the respective popup to complete the action as shown in the below image.
4. Once the PR is approved by the L1 manager, it goes for L2 manager approval and the process proceeds further. This status change can be tracked from the request timeline.
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