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You can map an Approver to an Approver Role for a specific Tenant. The configured Approvers become a part of the Approval Matrices.
To configure Approver Role:
- Select Procurement > Configuration > Approval Matrix. The APPROVAL MATRIX page is displayed.
- On the ACTIONS panel of the APPROVAL MATRIX page, click MAP APPROVER. The MAP APPROVER pop-up page is displayed.
Figure: MAP APPROVER pop-up page - On the MAP APPROVER pop-up page, specify all the required information. For more information about the fields on the MAP APPROVER pop-up page, see Field Description.
- Click SUBMIT.
Anchor Field Description Field Description
Field Description
| Field Description | |
| Field Description |
The following table describes the fields on the MAP APPROVER pop-up page:
Field | Description |
|---|---|
Tenant | Select the Tenant for which you want to configure the Approval Matrix. |
Approver Role | Select the role of the Approver from the drop-down list that you want to map with an Approver. You can either select the System Defined Roles or the User Defined Roles.
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S Department | Select the Department from the drop-down list. This option becomes enable only when Approver Role is selected as S-Department Head. |
S-Group | Select the Department from the drop-down list. This option becomes enable only when Approver Role is selected as S-Group Head. |
Include Inactive Records | Select the check box to display the inactive records along with the active records. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVAL MATRIX page for mapping approver.
Click PRINT to print this page.
EXPORT TO EXCEL
Click EXPORT TO EXCEL to export this page to a Microsoft Excel sheet.
EXPORT ALL
Click EXPORT ALL to export all the records to a Microsoft Excel sheet.
BudgetThe Budget is a plan that is created by the organizations to effectively allocate the funds for a Budget Year to procure Assets and Services. The Budget Year can be a specific period of time or a financial year. The following actions can be taken on Budget:
- Search Budget: Searching Budget
- Add Budget: Adding Budget.
- Update Budget: Updating Budget.
- Reallocate Budget: Reallocating Budget.
- Import Budget: Importing Budgets.
- Configure Budget Period: Configuring Budget Period.
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