PECOS Admin » 16. Approval Process » 16.3 Requisition and Order Approval

16.3 Requisition and Order Approval

Requisition and Purchase Order approval can be combined to enable the creation of powerful and detailed approval rules for your organisation. Where both types of document require approval, PECOS P2P first routes the requisition for approval before orders are created. Upon completion of requisition approval purchase orders are created and these are also routed for approval.

Each document will follow a different approval plan and therefore will follow different approval rules. Utilising both types of routing ensures that the WHOLE requisition is approved by the appropriate members of staff before it is broken down into its constituent orders. These CONSTITUENT orders can then be further routed for additional approval where necessary.

Requisition and Order Approval Process

  1. User submits a requisition.
  2. PECOS P2P looks at the user’s Approval Rule Group to determine what Approval Plan to follow – A Requisition Plan and an Order Plan is present.
  3. PECOS P2P selects the Requisition Plan.
  4. Requisition follows each task (step) in the plan in the order it was created.
  5. Where task criterion is valid an activity is undertaken.
  6. The owner of the activity is sent an action (e.g. requisition to approve or eMail).
  7. Where approval is required the requisition is sent to the owner of the approval activity.
  8. Where approval is owned by a ‘Role’ PECOS P2P will return to the user’s Approval Rule Group to determine what user(s) is (are) filling the role.
  9. After a valid task has been completed (e.g. approval undertaken) the requisition will proceed through the remaining tasks: an activity undertaken each time criteria is valid, or skipped if criteria is not valid.
  10. After completing the final task the requisition is turned into Purchase Orders – one for each supplier.
  11. PECOS P2P returns to the user’s Approval Rule Group to see if there is a Purchase Order plan to invoke.
  12. PECOS P2P sends the Purchase Orders to the Order Plan.
  13. Every order follows each task (step) in the plan in the order it was created.
  14. Where task criteria are valid an activity is undertaken.
  15. The owner of the activity is sent an action (e.g. order to approve or eMail).
  16. Where approval is required the order is sent to the owner of the approval activity.
  17. Where approval is owned by a ‘Role’ PECOS P2P will return to the user’s Approval Rule Group to determine what user(s) is (are) filling the role.
  18. After a valid task has been completed (e.g. approval undertaken) the order will proceed through the remaining tasks: an activity undertaken each time criteria is valid, or skipped if criteria is not valid.
  19. After completing the final task PECOS P2P sources a Supplier Profile based on the user’s organisation assignment.
  20. Purchase Orders are transmitted to suppliers according to their chosen method contained in the profile selected.

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