*** Purchase Order Approvals

Yahoo Archive
1
We are on 5.2 and operate with buyers for each area/department of our
operation, and individuals listed under each buyer.

The approval person is a separate buyer, but we add their "deputies" in
under that person, so the process doesn't stop when they are away!

We have a complete cadence hierarchy operating, so that as one threshold is
reached it bounces to the next etc.

It seems to work OK - and if the Purchasing Department (system default) run
through the suggestions of each department before processing the system
default suggestions, the thresholds applying to each department should still
apply!
Best regards

Paul Whittle
Business Process (Quality) Manager
Jiskoot Autocontrol Ltd
Tunbridge Wells
Kent TN1 2DJ UK

Direct Line +44 (0)1892 779975
Switchboard +44 (0)1892 518000
Fax +44 (0)1892 518100
www.jiskoot.com

-----Original Message-----
From: ami_miker [mailto:michael.randolph@...]
Sent: 17 January 2005 19:22
To: vantage@yahoogroups.com
Subject: ***[Vantage] Re: Purchase Order Approvals



We have a similar situation and I ended up using the requisition
approval process to manage the expenditure approvals. Our problem
was more related to non-inventory items and the approval process is
still semi-manual. Each user is responsible for knowing his/her
spending limit within the various classes and forward any
requisitions up the chain if the purchase is higher than their limit
(we have a link to a read-only spreadsheet for reference). All
requisitions have to be approved, so the originator can send the req
to himself if within in his limit.

When the requisition is approved and sent to purchasing, purchasing
is authorized to place the order. We are fairly small (50
employees, heavy engineering) and are more concerned with the
requisitioning approval than a buyer spending too much. Even if you
need to limit the buyers, the purchasing manager could approval all
high dollar PO's since he would have the requisition approval for
authorization.

We do work off the premise that non-inventoried items added to jobs
are approved through the design process. Unusually high dollar
items are still confirmed before a PO is placed.

BTW - A req that is sent to purchasing wtihout the correct level of
approval (per our spreadsheet) is simply returned to the sender
(i.e. it isn't purchasings responsibility to get approval for an
expenditure).


Michael Randolph
Purchasing Manager
American Magnetics, Inc.



--- In vantage@yahoogroups.com, pjw@s... wrote:
> We are looking at implementing this for our PO's.
> If a Buyer purchases for two or three different departments which
each have
> their own approver how do you handle this?
> It appears each buyer is only allowed one approval person in
the
> buyer file.
>
>
> Patrick Winter
>
>
>
>
> [Non-text portions of this message have been removed]





Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



----------------------------------------------------------------------------
--
Yahoo! Groups Links

a.. To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/

b.. To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

c.. Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



----------

On-Line API/ISO custody transfer sampling standards tutorial
Click the following link - http://www.jiskoot.com/NetsiteCMS.php?pageid=18

This email transmission is confidential and intended solely for the person
or organisation to whom it is addressed. If you are not the intended
recipient, you must not copy, distribute or disseminate the information, or
take any action in reliance of it.Any views expressed in this message are
those of the individual sender, except where the sender specifically states
them to be the views of any organisation or employer. If you have received
this message in error, do not open any attachment but please notify the
sender (above) deleting this message from your system. Please rely on your
own virus check no responsibility is taken by the sender for any damage
rising out of any bug or virus infection.
This message has been scanned by F-Secure AntiVirus for mail.


[Non-text portions of this message have been removed]
2
We are looking at implementing this for our PO's.
If a Buyer purchases for two or three different departments which each have
their own approver how do you handle this?
It appears each buyer is only allowed one approval person in the
buyer file.


Patrick Winter




[Non-text portions of this message have been removed]
3
We have a similar situation and I ended up using the requisition
approval process to manage the expenditure approvals. Our problem
was more related to non-inventory items and the approval process is
still semi-manual. Each user is responsible for knowing his/her
spending limit within the various classes and forward any
requisitions up the chain if the purchase is higher than their limit
(we have a link to a read-only spreadsheet for reference). All
requisitions have to be approved, so the originator can send the req
to himself if within in his limit.

When the requisition is approved and sent to purchasing, purchasing
is authorized to place the order. We are fairly small (50
employees, heavy engineering) and are more concerned with the
requisitioning approval than a buyer spending too much. Even if you
need to limit the buyers, the purchasing manager could approval all
high dollar PO's since he would have the requisition approval for
authorization.

We do work off the premise that non-inventoried items added to jobs
are approved through the design process. Unusually high dollar
items are still confirmed before a PO is placed.

BTW - A req that is sent to purchasing wtihout the correct level of
approval (per our spreadsheet) is simply returned to the sender
(i.e. it isn't purchasings responsibility to get approval for an
expenditure).


Michael Randolph
Purchasing Manager
American Magnetics, Inc.



--- In vantage@yahoogroups.com, pjw@s... wrote:
> We are looking at implementing this for our PO's.
> If a Buyer purchases for two or three different departments which
each have
> their own approver how do you handle this?
> It appears each buyer is only allowed one approval person in
the
> buyer file.
>
>
> Patrick Winter
>
>
>
>
> [Non-text portions of this message have been removed]