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38 lines
1.4 KiB
ReStructuredText
38 lines
1.4 KiB
ReStructuredText
Set the Purchase Approval Block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to 'Purchases / Purchase / Requests for Quotation'
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#. Create a new RFQ and upon saving if the Untaxed Amount is below the
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Purchase Minimum Amount specified in that vendor, then the Approval Block
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Reason is automatically set and the Approval Block Reason is not editable
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anymore.
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Search existing RFQ
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~~~~~~~~~~~~~~~~~~~
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There is a filter 'Blocked' to search for orders that are blocked.
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It is also possible to search RFQ’s with the Approval Block Reason 'Minimum
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Purchase Order Amount per Vendor'.
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Confirm the RFQ
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~~~~~~~~~~~~~~~
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#. Press the button ‘Confirm’. If there’s an approval block, the order will
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be set to status 'To Approve'. You will then need to request a Purchase
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Manager to approve it.
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Release the purchase approval block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
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Order Amount for that vendor (excluding taxes) are automatically released.
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#. If a blocked RFQ without surpassing the minimum amount wants to be
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released, a user member of the security group 'Release RFQ with approval
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block' can see a button 'Release Approval Block'. When pressing it, anyone
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seeing that RFQ is able to validate it.
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Notifications to followers
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Followers of the RFQ receive notifications when an approval block has been
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set or released.
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