How to setup PR approval?

How to set up the PR approval process?

The PR approval process is to establish an authorising officer/s to accept Purchase Requisition (PR) that can have transactions with the organisation. This is to facilitate establishing transparency in procurement.

PS: This will only need to be set up if your organisation have a PR approval process to adhere to and if you are using Purchase Requisition/Budget Management module.

To set up the PR approval process

1. Select Setup PR Approval under Setup from the Menu.

2. Select the Location.
3. Select the Transaction Type.
4. Select the User that will perform the approval and the approval limit. You can also choose his/her secretary to do the approval on behalf of the user.
5. Click on the Add button.
6. When the approval hierarchy is successfully saved, a success message will appear below the page title.

More on this topic

• For step-by-step guides to using the Setup, see Set Up.