Set Up Category Approvers

Access this form with Administrative user rights using Security>Set Up Category Approvers.

Use this form to designate approvers who must approve particular category codes once a given amount is reached or exceeded. For example, Kelly, a sales representative, needs to order a new computer. According to the purchasing policy, the Information Technology Manager must approve this request, in addition to her Sales Department Manager. You would set a minimum amount for the Computers category code, and then you would select the Information Technology Manager as the approver for the category code.

Note: You must have previously set up category codes (Maintain>Purchase Orders>Category Codes) and approvers (Security>Requisitions>Set Up Requisition Users) prior to using this form.

 

Category Code: Select an existing category code using the drop-down list.

Minimum Amount Required for Final Approval: Enter the minimum amount that will require final approval for the category code. Once a user requests a category code that reaches or exceeds this amount, the selected approver will be required to grant final approval for the requisition.

Approvers Available Items, Selected Items: In the Available Items box, select the approvers to be designated for the category code, and then click the Mover ( > ) to move them to the Selected Items box. If you select more than one approver for a particular category code, only one of these approvers must approve a requisition containing the selected category code.

Category approvers only apply when granting final approval of a requisition. The system does not verify that a category code needs approval until the requisition is submitted for final approval (Activities>Requisitions>Create/Approve Requisitions>Submit).