Purchasing
Expanded approval criteria for Custom Purchasing approvals—Early Adopter
This idea came from you
Reduce manual review effort while applying more precise approval controls to Purchasing transactions.
Custom Purchasing approvals now support additional approval fields. Companies enabled for line-level approvals can also use additional line-level fields when creating approval criteria.
Key benefits
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More granular approvals: Create approval rules using header-level and line-level Purchasing data.
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Expanded field support: Use additional Purchasing fields such as vendor, project, department, and other Purchasing attributes.
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More precise routing: Route transactions and transaction lines to approvers based on business criteria such as vendor, project, department, and more.
Good to know
When a rule set uses line-level approval criteria, line-level approval rules cannot be combined with header-level approval rules in the same rule set.
Line-level approval fields are available only to companies enabled for the Purchasing line-level approvals Early Adopter program. Companies that are not enabled can create approval rules using header-level fields.
What's the Early Adopter program?
We greatly value your insights. Complete this form today for an opportunity to get early access to Custom Purchasing approvals and help shape the future of this feature.
If you're selected, you'll receive an email with program details, expectations, and next steps. You'll work closely with the Product Manager and provide feedback throughout the program.
Companies participating in both the Custom Purchasing approvals Early Adopter program and the Purchasing line-level approvals Early Adopter program can create approval rules based on individual transaction lines.
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Route purchases assigned to a department, location, warehouse, or project to the appropriate approver.
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Route purchases of specific items or item groups to specialized approvers.
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Require additional approval for high-quantity or high-value line items.
Permissions and other requirements
| Subscription |
Purchasing, Administration |
|---|---|
| Regional availability |
All regions |
| User type |
Create and activate approval rule sets
Business user with admin privileges Approve Purchasing transactions
Business Employee Project Manager Warehouse |
| Permissions
|
Create and activate a custom approval rule set
Application subscriptions: Company setup Approve Purchasing transactions
Purchasing
Applicable purchase approval levels are required for value-approvals. |
