Follow the reviewed approval routing
See a large order wait for a second supervisor and a submitter's own one-off order go to someone else.
For supervisors
Sarah Hughes is signed in with only the Supervisor role and a recent security check. The reviewed October purchasing terms send Calder orders over £500 to two supervisors, and one-off purchases to a supervisor other than the person who submitted them.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Follow the reviewed approval routing
- Open approvals
Open approvals.
Approvals lists the current revisions waiting for a supervisor. Open the submitted draft to review its exact quantities and delivery details.
- Open the £540 calibration order
Open the £540 calibration order.
Sam has submitted Draft 4: twelve hours of calibration from Calder Fixings, £540.00 in total. The reviewed rule says this revision needs two different supervisors.
- Read the approval rule
Read the approval rule.
Open the recorded rule check. It names the rule that applied, Calder orders over £500 need two supervisors, and the facts it used: the supplier, the currency and the order total.
- Give the first approval
Give the first approval.
Approve revision 1. Your approval is recorded with a recent identity check, but the order is not approved yet: it waits for a second supervisor and has no order reference.
- Try to approve it again
Try to approve it again.
Approving again is refused. The same person cannot count as both supervisors, so ask another supervisor to review the order.
- Return to approvals
Return to approvals.
Approvals still lists the calibration order until a second supervisor approves it. Next, open the one-off order you submitted yourself.
- Open your own one-off order
Open your own one-off order.
Draft 5 is for four M10 lifting eye bolts, a one-off purchase. You prepared and submitted it, and the reviewed rule says one-off purchases are approved by someone other than the submitter.
- Check you cannot approve it
Check you cannot approve it.
Your approval is refused because you submitted this order. Ask another supervisor to approve it; nothing is ordered until they do.
Approval rules route an order; they never approve it. Every approval is a supervisor's decision with a recent identity check, and the order gets its reference only when the last required approval is recorded.