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PURCHASE ORDERS |
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Approval Name: click the arrow, and from the dropdown list, select the name of the Approver |   |
Approval Limits ALL: approves all purchase orders ABOVE: enter in the amount approved from BETWEEN: enter in the from and to amounts |   |
Sequence: is important. Ensure there are no duplicates |   |
Change Orders: similar to User setup, however, operates slightly differently for Approvers. These settings apply when a user sends a modified order for approval. If the order is within the range set here, the approver will be skipped and move on to the next one. For example, if an order was modified by $100, and the approver is set to a $500 variance, this approver will be skipped as it’s within the tolerance amount. |   |
Tracking Fields – not in use yet |
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Advanced: can be left blank if not required (default of order number generated at time of full approval will apply) Generate Order Number: tick if the order number is to be generated at the time of approval Order amount less than: if ticket to generate the order number, you can apply a dollar amount. For example, if you inserted $1000, all orders less than $1000 would generate the order number at the time of approval |   |
INVOICES |
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Change Orders and Tracking Fields – as above (in Orders section) |
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Advanced: Skip if PO matches Invoice Tick the box if the approver does not want to receive an invoice approval if the PO matches the invoice. If approver is included on the PO approval chain, and they’ve already approved the order, they may not want to receive the invoice approval. Note: if a user is skipped in the approval chain, their signature will not be printed on the invoice, as they did not perform any approval action. |  |
EXPENSES & DOCUMENTS |
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No special conditions |
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TIMECARDS |
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Payslip Approval Position: if the approver should be a signatory on the payslip, please insert the position Edit Timecard: if you’d like the approver to have the ability to edit the submitted timecard, tick this on Display Payslip: if you’d like the approver to have the ability to see the payslip within DPF, tick this on |   |