Wiise Purchase Approvals
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      Set up Approval User Setup for Wiise Purchase Approvals

      Overview:

      • Learn to setup approval user setup for Wiise Purchase Approvals.  

      Why set up Approval User Setup for Wiise purchase approvals? 

      Completing the approval user setup ensures that users are appropriately setup to manage purchase requests. Users have the correct approvers assigned to them and have limits specific for the approval process to work.  

      How to complete the Approval User Setup?

      1. Search for Approval User Setup on the top right-hand corner of the page. Select the relevant link and the page displays.   
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      2. Fill in the following fields.
         
        Note: Hover over the field names for a detailed description. 
        1. User ID: Select the User ID of the employee from the drop-down menu who can raise a purchase approval.  
        2. Approver ID: Specify the approver who will need to review the approvals made by the user. 
        3. Sales Amount Approval Limit: Set the highest local currency amount this user can approve for the record. 
        4. Unlimited Sales Approval: This lets the user approve sales of any amount. If you select this box, you cannot enter a Sales Amount Approval Limit. 
        5. Purchase Amount Approval Limit: Set the highest local currency amount the user can approve for this record. 
        6. Unlimited Purchase Approval: This allows the user to approve purchases of any amount. If you select this box, you cannot set a Purchase Amount Approval Limit. 
        7. Request Amount Approval Limit: Set the highest local currency amount the user can approve for this record. 
        8. Unlimited Request Approval: Allows the user to approve all purchase quotes, regardless of the amount. If this box is ticked, the Request Amount Approval Limit field cannot be filled. 
        9. Purchase Request Approval: Allows the user to approve purchase requisition records. 
        10. Substitute: Indicates the User ID of the substitute approver. 
        11. Email: The email address of the user listed in the User ID field. 
        12. Approval Administrator: Assign the user authorised to manage approval workflows, such as assigning substitute approvers and removing overdue requests 
      3. You’ve set up users for Wiise purchase approvals.  


        

      What’s next?  

      Find out how to approve or reject a Wiise purchase approval. 

       

      If you have any questions, please reach out to support@wiise.com