We would like to implement a tiered approach to po approvals. For anything under $1000 user X can approve, anything over $1000 must be approved by user Y.
In the Buyer Maintenance form I only see one PO limit and one approval person.
Is this possible in Epicor?
Thank you for your time.
Nate
I think that if you set a PO Limit for your approval person, it gets kicked to their approval person. So if the person putting it in has a $0 very low limit (Thanks for the correction @dcamlin) , it automatically goes to X who is their approval person. If they approve of the purchase but PO is more than their $1000 limit, it will have to be approved by X’s approval person which would be Y.
3 Likes
I agree, with the exception of the snip above… and I just wanted to add this to clarify.
Pretty sure a $0 limit means, no limit. So, if you have Buyers for whom you want to have all their PO’s approved. Give them a limit of $1.
5 Likes
That seems to work for us! Thank you guys!
1 Like
A couple other notes if you’re new to PO Approvals, which are nice to know… Any authorized user of a Buyer can approve on their behalf.
So, if a PO goes to John Doe for approval but he’s on vacation, if I am an authorized user of John Doe, I can approve that PO on his behalf.
Also, when a PO is approved, it is approved for a specific dollar amount.
Example, a PO is entered for $1,000 and requires approval. It is approved by the designated Approver.
The original Buyer then goes into the PO and makes changes, and the price stays the same or decreases… no issue. But if they make a price or quantity change and the PO increases to $1,001… it now has to get re-approved.
3 Likes
Excellent! This is another feature we were looking for. Thank you for the extra details.
1 Like