Workflow - Approval Process

NOTE: These details are specific to public Cloud only.

1. Approvals are based on:

   • Thresholds

   • Presence of an approver at each level of the approval

2. The first approver for either the job or department Purchase Order approval is required.

3. The thresholds work as follows:

   • If Threshold 1 is set and the Purchase Order value is less than or equal to the threshold, the workflow will approve immediately without any need for any other approval.

   • If Threshold 1 is set and Threshold 2 are set and the Purchase Order value is between the two thresholds or equal to Threshold 2, only Approver 1 is required to approve. If the Purchase Order value is over Threshold 2, then Approvers 1 and 2 are required to approve.

   • If Threshold 3 is set and the Purchase Order value is above that amount, Approvers 1, 2 and 3 are required to approve.

4. The workflow will check the threshold amounts for every level of approval.

5. If Approver 2 is not present, the workflow will not look for any further approvers unless there are thresholds involved.

   Ensure that if the approvers are set then the corresponding threshold values need to be correctly set too. For example, if Approver 1 is set per the workflow, then it will automatically assume the PO value to the Approver 1 threshold is appropriately set too. If the threshold is not set, it will set it as a null value and send the workflow for approval to the Approver 1 in every scenario. This would be true for Approver 2 and 3 as well.