Employees

Let's start with the employee record. Go to Lists | Employees | Employees | New. We are concerned with the approval hierarchy when reviewing the employee records. The Employee hierarchy is on the Human Resources tab. We can choose the employee's PURCHASE APPROVER, PURCHASE LIMIT, and PURCHASE APPROVAL LIMIT. The PURCHASE APPROVER is the manager who is responsible for approving this employee's purchase request. If this field is left blank, the approval will be routed to this employee's supervisor, instead, for approval. The PURCHASE LIMIT enables the employee to self-approve any purchase orders below that amount, whereas the PURCHASE APPROVAL LIMIT sets a limit on this employee's authority to approve their subordinate's purchase requests.

Naturally, we will also need to assign this user with a role that includes the permissions to enter and/or approve purchase orders, among others.

On the subject of roles, purchase requests are entered using the employee center role, so it will be necessary to grant that role to the employees who will be entering the purchase requests:

Setting Purchase Approver and Purchase Limit on the Employee record