Wiki source code of 4 PECOS Approvals
Last modified by Admin User on 2023/06/30 10:27
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| 1 | = Key Concepts = | ||
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| 3 | The Approval pages provide guidance to users who are required to undertake approval tasks in the procurement process and fully explains the steps required to perform those tasks. To understand how PECOS P2P controls the approval of key documents (Requisitions, Order Requests, Change Orders, Receipts and Invoices), refer to the [[Business Rules and Approval Routing>>PECOS Approval Guide.Business Rules and Approval Routing]] overview. This explains: | ||
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| 5 | * The [[Types of Document>>doc:.Business Rules and Approval Routing.3\.1 Types of Document]] and the [[Role of an Approver>>doc:.Business Rules and Approval Routing.3\.2 The Role of an Approver.WebHome]]. | ||
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| 7 | * The [[Approval>>doc:.Business Rules and Approval Routing.3\.3 Approval Options.WebHome]] and [[Editing>>doc:.Business Rules and Approval Routing.3\.4 Editing Options.WebHome]] options that impact the approval process. | ||
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| 9 | * The email [[Notification Messages>>doc:.Business Rules and Approval Routing.3\.6 Notification Messages.WebHome]] and [[escalation>>doc:.Business Rules and Approval Routing.3\.5 Escalation.WebHome]] tasks available. | ||
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| 11 | * How a user can [[Delegate Task>>doc:.Business Rules and Approval Routing.3\.8 Delegating Approval.WebHome]] and how these can be [[Reassigned>>doc:.Business Rules and Approval Routing.3\.9 Approval Reassignment.WebHome]]. | ||
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| 13 | * Optional [[Budget Checking>>doc:.Business Rules and Approval Routing.3\:10 Budget Checking.WebHome]] and [[Price Quotation>>doc:.Business Rules and Approval Routing.3\:11 Price Quotation.WebHome]] features. | ||
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| 15 | = Being an Approver = | ||
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| 17 | If you are given approval tasks to you will need to understand: | ||
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| 19 | * How to find your approval documents and [[access them>>PECOS Approval Guide.Accessing Approval Documents]]. | ||
| 20 | * How to recognise and approve the document by type: [[Requisitions>>PECOS Approval Guide.Approving Requisitions and Order Requests]], [[Order Requests>>PECOS Approval Guide.Approving Requisitions and Order Requests]], [[Blanket Orders and Releases>>PECOS Approval Guide.Blanket Orders]], [[Changed Orders>>PECOS Approval Guide.Approving Change Orders]], [[Receipts>>PECOS Approval Guide.Approving Receipts]] and [[Invoices>>PECOS Approval Guide.Approving Invoices]]. | ||
| 21 | * Notification messages and the [[‘One Step Approval Process’>>PECOS Approval Guide.One Step Approval]]. | ||
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| 23 | Whilst performing an approval task you may need to edit a requisition (for various reasons), review financial tracking codes, check tax treatments, undertake a [[Price Quote>>doc:.13\. Price Quote.WebHome]], authorise the use of a [[new supplier>>PECOS Approval Guide.User Defined Suppliers]] or approve the use of [[Non-Catalogue Items>>PECOS Approval Guide.Non-Catalogue Items]]. | ||
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| 25 | Additionally, there will be times when the you are not available to perform your approval tasks (for example when you are on holiday) and you may wish to delegate approval authority to a colleague using [[Approval Delegation>>PECOS Approval Guide.Approval Delegation]]. |