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When Requisition Grand Totalexceeds Employee Maximum Purchase Amount,the escalation process will begin.
First, we have to create an Escalation Groupfor this process.
Escalation will be started only after it's selected from Settings.
Settings >> Global Options
NOTE: After selecting this setting, the user has to logout of his/her account to reflect Purchasing Escalation in Purchasing.
Add Maximum Purchase Amountwhile creating an Employee.(Personnel >> Employees)
Go to Purchasingand select Purchasing Escalation.
Select Newto create an Escalation Group.
The Escalation group can ONLY be created by the Administrator and those users who have the Administrator role.
Select Facilityfrom the drop-down box, assign a name to the Escalation Group and add Employees to create the group. Enter an Escalation Interval
NOTE: If an employee doesn't approve the amount within given escalation interval, an email will automatically be sent to the next employee in the escalation group.
The UP and DOWN arrows (red-marked area) shown below, is to help set an escalation order.
You can simply drag-and-drop an Employee from left to right, or you can use the Manage Employeebutton (+/-) to add/delete, as shown below:
As the facility selected:
NOTE: After requisition creation, only the users who fulfill one of three above scenarios, will be allowed to see the requistion.
Now, check the Grand Total.
NOTE: Anyone an create a Requisition whether he/she belongs to that escalation group or not, but a user must belong to that escalation group facility.
If the requisitioner is not in an escalation group, then escalation will start from the first employee in the group, but if the requisitioner is in the group (supposing this requisitioner is the third employee in the order) then the escalation will start from the fourth employee of the escalation group.
As we know, this employee's purchase limit is less than the Requisition's Grand total. So, they will get an alert.
If the employee clicks CANCEL, then the approval process will be terminated.
NOTE: The approval level can be checked in the Approval Tabin Requisitions.
Once the Requisition is approved, we need to assign the Purchase Order.
If Auto PO is selected:
When the last employee in line approves a Requisition, a PO number will assigned automatically (Populates in the YYYYMMDDxxx format (xxx=sequential numbering)).
If PO assigned by Last Person on Escalation Group is selected:
The last employee to approve the Requisition will be allowed to enter a PO number
If PO assigned by Requisitioner on Escalation Group is selected:
When the last employee approves the Requisition, an email will be sent to the Requisitioner.