The authorization (procuration) of an order is based on:
- the authorization level of the ordering and reviewing employee(s).
These two aspects are linked to the purchasing roles of employees. By setting this up, you can specify up to what order amount an employee is allowed to place an order and who will review the order if the employee's limit is not sufficient.
In this article, we explain how to create authorization levels.
Adding Authorization Levels:
To add a new authorization level, go to Application Management / Procurement / Procuration.
By clicking the 'Add' button at the top of the overview, you can add a new level. By choosing 'All employees approve,' you ensure that all employees within the same organizational unit with this authorization level need to approve the order before the order request is submitted to the supplier.
Before you can use an authorization level, you need to define it for the role of an employee. You can do this by editing the current role or job profile and specifying the appropriate authorization amount. In the
roles overview, you can see the set authorization level per employee. Additionally, select the 'Procurement' module on the right side of the menu. By doing this, you can also view the relevant authorization amounts defined for the roles.