Skip to Main Content

Sandbox Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Status Next
Categories iFinance
Created by Guest
Created on Jan 24, 2023

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have multiple level of approvers such as:

Start

Purchase/Procurement Officer creates a PO (Purchase Order)

1st Level of approver (Based on internal criteria such as Value of PO as well as budget availability check)

If Rejected - With notation to Purchase Officer to either amend or re-initiate PO
If Approved - To next level of approver

2nd Level of Approver - Usually Operations Director or Chief Operation Officer (with function to approve via email)

If Rejected - With notation to Purchase Officer to either amend or re-initiate PO
If Approved - To next level

Add digital image of signature of required signatories as well as stamp (as it is a regulatory requirement from government tax authorities)

PO Available for Printing (By Purchase Officer) or emailing (to Vendor)

End

  • +4