Difference between revisions of "Approval mechanisms"

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Before an order is approved and processing starts, each needs to fulfll three approval criteria:
Before customer order or internal order processing can start, each order needs to fulfll three approval criteria:


* '''Financial approval''' - Depending on financial volume of an order, different parties need to approve the order
* '''Financial approval''' - Depending on financial volume of an order, different parties need to approve the order
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* '''Personal equipment approval''' - Sometimes, orders may exceed organizational rules, and require clearance of a teamleader.
* '''Personal equipment approval''' - Sometimes, orders may exceed organizational rules, and require clearance of a teamleader.


The settings for approvals are defined on company level for general procurement. Technical and personal equipment approval can be overridden by shopping purpose definition


== Related articles ==
== Related articles ==


* [[App:Pending order tasks]]
* [[App:Pending order tasks]]
*[[Dev:ZUGSEIL Approval Engine]]


[[Category:Order Types and related objects]]
[[Category:Order Types and related objects]]

Revision as of 07:07, 16 May 2023

Before customer order or internal order processing can start, each order needs to fulfll three approval criteria:

  • Financial approval - Depending on financial volume of an order, different parties need to approve the order
  • Technical approval - Special product groups require also a product group manager to approve the order before it is granted (e.g. shotguns)
  • Personal equipment approval - Sometimes, orders may exceed organizational rules, and require clearance of a teamleader.


Related articles