Content was last updated in 06.22.09-00
To understand how the PO approval through delegation works, let us consider the following pre-requisite PO Policy settings defined.
The image below shows a sample PO Policies Dialog Box.
Let's interpret and understand the four rules defined above, for PO type 'Inventory' raised from Site 'San Jose':-
Abhilash can approve all PO where the amount is 'lesser then 100.01
Ratna can approve all PO where the amount is 'Greater Than' 100.01 and up to 1000
Vetri can approve all PO where the amount is 'Greater Than' 1000.01 and up o 10000
Ashwin can approve all PO where the amount is 'Greater Than' 10000.01 and up to any higher amount.
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
Alex |
Brian |
Yes |
Yes |
Lower Amount.. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
Yes |
Yes |
Higher Amount |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
Yes |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
Alex |
Brian |
No |
Yes |
Lower Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
No |
Yes |
Higher Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
No |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
Alex |
Not Defined |
Not Applicable |
Not Applicable |
Not Applicable |
Approval for such PO can be done by the 'Manager' defined and is irrespective of the credit limit defined. |
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
Alex |
Brian |
Yes |
Yes |
Lower Amount.. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
Yes |
Yes |
Higher Amount |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
Yes |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
Alex |
Brian |
No |
Yes |
Lower Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
No |
Yes |
Higher Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
Alex |
Brian |
No |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |