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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:

  1. Select Procurement > Configuration > Approval Matrix. The APPROVAL MATRIX page is displayed.
  2. On the ACTIONS panel of the APPROVAL MATRIX page, click MAP APPROVER.  The MAP APPROVER pop-up page is displayed.

    MAP APPROVER pop-up page
    Figure: MAP APPROVER pop-up page

  3. 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.
  4. Click SUBMIT.

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.

  • System Defined Roles: These Approver Roles are displayed in the Approver Role drop-down list, by default.
  • User Defined Roles: These Approver Roles are configured on the APPROVER ROLE pop-up page (See Configuring Approver Role).

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.

PRINT

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.

Budget

The 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:


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