Let's interpret and understand the four rules defined above, for PO type 'Inventory' raised from Site 'San Jose':-
-
Abhilash can approve all PO where the amount is 'lesser then 100.01
-
Ratna can approve all PO where the amount is 'Greater Than' 100.01 and up to 1000
-
Vetri can approve all PO where the amount is 'Greater Than' 1000.01 and up o 10000
-
Ashwin can approve all PO where the amount is 'Greater Than' 10000.01 and up to any higher amount.
Workflow#1A: When PO is approved when Delegation is setup
|
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
|
Alex |
Brian |
Yes |
Yes |
Lower Amount.. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
Yes |
Yes |
Higher Amount |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
Yes |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
|
Alex |
Brian |
No |
Yes |
Lower Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
No |
Yes |
Higher Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
No |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
Workflow#1B: When PO is approved when Delegation is not setup
|
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
|
Alex |
Not Defined |
Not Applicable |
Not Applicable |
Not Applicable |
Approval for such PO can be done by the 'Manager' defined and is irrespective of the credit limit defined. |
Workflow#2: When PO is having authorizer, Approval status = 'Pending', and Rules are defined for mailing for PO approvals
|
Original Approver |
Delegated Approver |
Is the delegate subordinate? |
Delegated Has a PO Policy defined? |
PO Policy is defined for... |
System's Behavior |
|
Alex |
Brian |
Yes |
Yes |
Lower Amount.. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
Yes |
Yes |
Higher Amount |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
Yes |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |
|
Alex |
Brian |
No |
Yes |
Lower Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
No |
Yes |
Higher Amount. |
Delegate is allowed to approve POs of Type and amount as per Policies defined for Alex as well as Brian. |
|
Alex |
Brian |
No |
No |
Not Applicable |
The Approver or their manager can approve this type of PO. |