Right now, anyone with the basic permissions can generate a PO in the system; we’d like to be able to have a cutoff point where purchases above $5,000 require approval.
Replying to my own post; it looks like the Authorization Rule area is the best place to do this.
Right now, anyone with the basic permissions can generate a PO in the system; we’d like to be able to have a cutoff point where purchases above $5,000 require approval.What would you all suggest to incorporate that? It would be the same person(s) who approve expense reports, but how would I trigger a message to them based on the Grand Total exceeding a certain amount?Thanks in advance for any thoughts / suggestions…tb
Hi Tim,
The feature is already there, you can create "Authorization Rule" for PO. Once you create that, the system will do not allow to submit the PO if grand total exceeds certain amount.
Then the user can allocate that PO to the authorized user to submit the PO.
Regards,
Nabin Hait
Replying to my own post; it looks like the Authorization Rule area is the best place to do this.
On Tuesday, December 11, 2012 9:58:26 AM UTC-8, Tim wrote:Right now, anyone with the basic permissions can generate a PO in the system; we'd like to be able to have a cutoff point where purchases above $5,000 require approval.What would you all suggest to incorporate that? It would be the same person(s) who approve expense reports, but how would I trigger a message to them based on the Grand Total exceeding a certain amount?Thanks in advance for any thoughts / suggestions...tb
Thank you, Nabin… yes, I eventually stumbled onto that. Just when I think I know where all the options are in ERPNext, there's another I've missed…
Hi Tim,
The feature is already there, you can create "Authorization Rule" for PO. Once you create that, the system will do not allow to submit the PO if grand total exceeds certain amount.
Then the user can allocate that PO to the authorized user to submit the PO.
Regards,
Nabin HaitOn Tue, Dec 11, 2012 at 11:37 PM, Tim <ba…@gmail.com> wrote:
Replying to my own post; it looks like the Authorization Rule area is the best place to do this.
On Tuesday, December 11, 2012 9:58:26 AM UTC-8, Tim wrote:Right now, anyone with the basic permissions can generate a PO in the system; we'd like to be able to have a cutoff point where purchases above $5,000 require approval.What would you all suggest to incorporate that? It would be the same person(s) who approve expense reports, but how would I trigger a message to them based on the Grand Total exceeding a certain amount?
Thanks in advance for any thoughts / suggestions...tb