Approval mechanisms

Before the processing of a customer order or internal order may 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
• Material 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.

Financial approval strategies

Companies have diiferent approval strategies which can lead to complex workflows which slow down the procurement flows dramatically. To avoid this, ZUGSEIL allows the free definition of financial approval strategies. These strategies can be defined as companywide "fallback strategy" which can be defined to be overridden in special purchasing scenarios, e.g. when procuring certain product groups.

Most commonly used strategies are:

• Hierarchical approval - In this strategy, financial approvals follow a predefined hierarchy or chain of command.

• Threshold-based approval - This strategy involves setting predefined monetary thresholds for different levels of approval. For example, requests below a certain amount may be approved by a lower-level manager, while higher-value requests require approval from a higher-level executive or finance team.
• Costcenter based approval - The owner of the costcenter bearing the inflicted cost, has to approve the order

ZUGSEIL comes with the Financial approval strategy administration app, which allows free definition of approval strategies for various purchasing scenarios.

Material approval

If companies handle goods, which have regulations for special access (drugs, weapons, very valuable items, ... ) companies can impose material approval mechanisms based on product classification groups, which enforces an approval mechanism before these items can be ordered. ZUGSEIL comes with the Material approval strategy administation app, which allows definition of multiple approval process templates for material approval

Personal equipment approval

ZUGSEIL allows over several mechanism to govern the personal equipment process over its Personal Equipment Management (PEM) product. It has these features:

• team ordering assistant - allows to provide teamleaders a team specific sortiment
• personal equipment ordering assistant - allows to provide a team specific sortiment based on the job profile of the staff member

Related articles

• App:Pending order tasks
• Dev:Order Approval agent