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What is Approval Matrix?
The Approval Matrix is a decision table that allows the user to define the roles of the Approvers. It is a major element of overall governance framework of a Procurement process. Configuring Approval Matrix is very much required in order to ensure that there is transparency, control and symphony in the Procurement cycle. You can configure an Approval Matrix so that the level-wise Approvers defined in the Approval Matrix can approve specific requests.
To configure an Approval Matrix:
- Select Procurement > Configuration > Approval Matrix. The APPROVAL MATRIX page is displayed.
- On the ACTIONS panel of the APPROVAL MATRIX page, click APPROVAL MATRIX.
- On the APPROVAL MATRIX page, fill in all the required information. For more information about the fields on the APPROVAL MATRIX page, see Field Description.
Figure: APPROVAL MATRIX page - Click SUBMIT.
Anchor Field Description Field Description
Field Description
Field Description | |
Field Description |
The following table describes the fields on the APPROVAL MATRIX page.
Field | Description |
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Tenant | Select the Tenant for which you want to configure the Approval Matrix. |
Approval Matrix For | Select the Approval criteria for which you want to configure the Approval Matrix. |
Budget Type | Select the Budget Type from the drop-down list. This option is enabled when Approval Matrix is configured for Budget and Purchase Request. |
Is Advance Amount Required? | Select if the any amount is paid in advance. This option is enabled only when the Approval Matrix is configured for Contract Purchase Order/Purchase Order. |
Purchase Request For | Select the purpose of Purchase Request to configure the Approval Matrix. This option is enabled only when Approval Matrix is configured for Purchase Request. |
No. of Approval Levels | Select the number of Approval levels through which the Approval criteria has to pass before it is approved. If selected, the user will be asked to configure the Approver Role, Value Criteria, and CC E-mail IDs. |
Purchase Order (STPI/CT3S) | Select to enable STPI/CT3 process for the Purchase Orders. This option is enabled only when the Approval Matrix is configured for Purchase Order. |
Active | If selected, the configured Approval matrix becomes active. |
Value Criteria | Select, if you want to set a criteria based on the value.
Click the plus icon to add more Approver specific criteria. The Value Criteria is provided to configure an approver level based on the value limit. |
Approver Role | Set the role of the Approver. |
Allow Refer Back | Refer Back is only applicable for PR and Vendor where the Approver can send back the PR or the Vendor details to any previous level for a revisit.
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Next Approver Level | Next Approver Level is only applicable for PR..
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CC E-mail IDs | Specify the other recipients' E-mail IDs. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVAL MATRIX page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Approval Matrices. The APPROVAL MATRIX page is displayed.
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When the Approval Matrices are displayed under the LIST table, the following actions are displayed on the ACTIONS panel:
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