Approval Routing Exceptions

Process Manager approval exceptions allow for greater flexibility in defining the approval levels required for purchasing. If certain conditions are met, the organization can bypass levels of approval and use just the levels mandated by their organization's internal rules.

Approval exceptions allow the organization to set additional parameters that determine how an approval is routed in purchasing (e.g., type of purchase and dollar value). It is used in situations where certain items will not require approvals at each level, as in the example below.

Approval Exceptions: Rounding Exceptions Based on Commodity Type and Dollar Value

Conditions	Approval Level Required
	Level 1: Entry Clerk	Level 2: Div. Head	Level 3: Dept. Head	Level 4: IT Dept.	Level 5: City Mgr.	Level 6: Purchasing
Non-Computer Equipment, < $7,500.00	x	x	x			x
Non-Computer Equipment, > $7,500.00	x	x	x		x	x
Computer Equipment, < $7,500.00	x	x	x	x		x
Computer Equipment, > $7,500.00	x	x	x	x	x	x

 

Approval Exceptions: Routing Exceptions Based on Dollar Value

Conditions	Approval Level Required
	Level 1: Entry Clerk	Level 2: Div. Head	Level 3: Dept. Head	Level 4: City Mgr.	Level 5: Purchasing
< $7,500.00	x	x			x
≥$25,000.00	x	x	x	x	x
>$25,000.00	x	x	x	x	x

Approvals for processes that use monetary approval limits are defined using the Process Maintenance button, which is discussed in the Process View information.

Note: Note: For these examples, exceptions can be set up using just the process and department levels. No exceptions need to be set up at the user levels.