Supply Chain › Procurement Control
Requisition Approval Rules
Which purchase requisitions need a signature, and whose. The same shape a purchase order rule has, because a company should express its delegation of authority once.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Procurement Control
- Screen: Requisition Approval Rules
Address in the console: /scm/pr-approval-rules
List · 16 columns · 21 fields on its form · 3 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Rule | Text | name |
| Order | Number | priority |
| At or above | Amount | amount_threshold |
| Kind | Status | req_type |
| Category | Text | category |
| Department | Text | department |
| Subcontract only | Yes or no | requires_subcontract |
| Cost center | Code | cost_center_code |
| Who signs | Status | approver_kind |
| Approver | Text | approver_said |
| Levels | Number | levels |
| Role | Text | approver_role |
| Named person | Text | approver_employee_name |
| Due in (h) | Number | due_in_hours |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Rule required | Text | ||
| Order | Number | Lower runs first. Every matching rule applies; their signatures are collected in this order. | |
| Applies at or above | Number | ||
| Only this kind of requisition | Choice | standard, subcontract, service, replacement, rework | |
| Only this category | Text | ||
| Only this department | Text | ||
| Only this warehouse | Choice | Looked up from existing records | |
| Only for this customer | Choice | Looked up from existing records | |
| Only subcontracting requisitions | Yes or no | ||
| Only for cost center | Choice | Looked up from existing records | Requisitions charged to this cost center, on the requisition or on any line. Leave empty for every cost center. |
| Name the approvers level by level | Yes or no | On: the rule uses its own Approval Levels — named people in order, the absent skipped, delegations followed. Off: the single approver above, repeated for as many levels as it says. | |
| Who signs required | Choice | A named person (their sign-in) — no HRMS needed, An employee (HRMS), Whoever holds a position (HRMS), Anyone holding a role, The cost center’s manager, The reporting line of whoever raised it (HRMS) | Choose one; only the field for that choice is needed. The conditions above are all optional. "The cost center’s manager": The manager recorded on the cost center (Accounting › Controlling › Cost Centers): its HRMS manager, or else its responsible person. |
| Person | Choice | Looked up from existing records | Anyone who signs in to this company. They decide it from My approvals, whatever modules they have. |
| Position | Choice | Looked up from existing records | Whoever holds this position in HRMS when the document is sent. When somebody else takes the post, new documents go to them with nothing to change here. |
| How many levels up | Number | ||
| Role that may sign | Text | The role’s NAME as it appears in Access › Roles — “Plant Manager”, not a slug. A rule naming a role nobody holds routes a requisition to nobody. | |
| Employee | Choice | Looked up from existing records | |
| Due within (hours) | Number | ||
| Why this rule exists | Long text | ||
| Active | Yes or no |
What you can do here
Build approval ladder
Level history
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.