{"id":11888,"date":"2023-11-02T12:09:10","date_gmt":"2023-11-02T12:09:10","guid":{"rendered":"https:\/\/www.greytrix.com\/africa\/?p=11888"},"modified":"2026-02-05T09:50:39","modified_gmt":"2026-02-05T09:50:39","slug":"configuring-the-purchasing-approval-policy","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/africa\/configuring-the-purchasing-approval-policy\/","title":{"rendered":"Configuring the Purchasing Approval Policy"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11888\" class=\"elementor elementor-11888\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b4f6eca elementor-section-content-middle elementor-section-full_width elementor-section-height-min-height elementor-section-height-default elementor-section-items-middle\" data-id=\"b4f6eca\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;shape_divider_bottom&quot;:&quot;triangle&quot;,&quot;shape_divider_bottom_negative&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"true\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M500.2,94.7L0,0v100h1000V0L500.2,94.7z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-999ef38\" data-id=\"999ef38\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2434996 elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-text-editor\" data-id=\"2434996\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Use approval policies to decide which purchasing transactions need approval, which includes specifying which approvals are required and their sequence.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a317ca animated-fast elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7a317ca\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;zoomIn&quot;,&quot;_animation_mobile&quot;:&quot;none&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Configuring the Purchasing Approval Policy<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7980073\" data-id=\"7980073\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b8a4217 elementor-widget elementor-widget-image\" data-id=\"b8a4217\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"406\" height=\"325\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy.webp\" class=\"attachment-full size-full wp-image-11734\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy.webp 406w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-300x240.webp 300w\" sizes=\"(max-width: 406px) 100vw, 406px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-eaddbe0 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"eaddbe0\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8c9870a\" data-id=\"8c9870a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f3d7a52 elementor-widget elementor-widget-heading\" data-id=\"f3d7a52\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Configuring the Purchasing Approval Policy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-466db07 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"466db07\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b338de0 elementor-widget elementor-widget-text-editor\" data-id=\"b338de0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Use approval policies to decide which purchasing transactions need approval, which includes specifying which approvals are required and their sequence.<\/li><li>Use purchasing approvals to implement your organization\u2019s internal approval processes, which help to ensure that spending is authorized and correct. Approval processes generally address which transactions need approval and by whom.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b5d77a8 elementor-widget elementor-widget-text-editor\" data-id=\"b5d77a8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<span style=\"text-decoration: underline;\"><strong>Pre-requisites:<\/strong><\/span>\n<ul>\n \t<li><strong>Subscription: &#8211;<\/strong> Need to subscribe to the Purchasing module. Please find the screenshot below of the module to configure the same<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-613902c elementor-widget elementor-widget-image\" data-id=\"613902c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1917\" height=\"907\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1.webp\" class=\"attachment-full size-full wp-image-11738\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1.webp 1917w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1-300x142.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1-1024x484.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1-768x363.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-1-1536x727.webp 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65beb16 elementor-widget elementor-widget-text-editor\" data-id=\"65beb16\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li><strong>Scenario: &#8211;<\/strong> Let&#8217;s take an example where we will run a scenario of value approval; there are three employees A, B &#038; C.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3339dc6 elementor-widget elementor-widget-text-editor\" data-id=\"3339dc6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t&#8216;A&#8217; is the creator of the purchase order, and B has the role of Purchase Team Lead, the first approver level for the value between 1000 \u2013 2000 USD. In contrast, C has the role of Purchase Analyst, the Second approver for the value between 2000 and above USD.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8af5a3b elementor-widget elementor-widget-text-editor\" data-id=\"8af5a3b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Case Study No. 1<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c2fdbc elementor-widget elementor-widget-text-editor\" data-id=\"5c2fdbc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 1<\/span>: &#8211; <\/strong> Go to Application &gt;&gt; Purchasing &gt;&gt; Setup &gt;&gt; More &gt;&gt; then click on <strong>+<\/strong> Icon besides Approval Policies<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5bacf71 elementor-widget elementor-widget-image\" data-id=\"5bacf71\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1375\" height=\"649\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-2.png\" class=\"attachment-full size-full wp-image-11740\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-2.png 1375w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-2-300x142.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-2-1024x483.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-2-768x362.png 768w\" sizes=\"(max-width: 1375px) 100vw, 1375px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a49acb elementor-widget elementor-widget-text-editor\" data-id=\"5a49acb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 2<\/span> : &#8211; <\/strong> The below window will flash on your screen; select the appropriate transaction definition from the list. In our case, we have chosen <strong>Purchase Order<\/strong>. From the Process section, select the proper rule type from the list. In our scenario, we have selected <strong>Value Approval<\/strong> and then click on the <strong>Edit<\/strong>.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1718582 elementor-widget elementor-widget-image\" data-id=\"1718582\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1379\" height=\"646\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-3.png\" class=\"attachment-full size-full wp-image-11741\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-3.png 1379w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-3-300x141.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-3-1024x480.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-3-768x360.png 768w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d090573 elementor-widget elementor-widget-text-editor\" data-id=\"d090573\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 3<\/span> : &#8211; <\/strong> After clicking on the Edit button, the below screen will appear to select the level of approval, e.g., <strong>Level 1, Level 2, Level 3<\/strong>&#8230; etc. In our above scenario, we have two levels. Accordingly, we have selected Level 1 &amp; Level 2, and the amount range for Level 1 is between 1000 \u2013 2000 and for Level 2 between 2000 and above. After setting up the same, we will save the document. The minimum approver can be set as per the entity hierarchy.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e5799f elementor-widget elementor-widget-image\" data-id=\"3e5799f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1378\" height=\"647\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-4.webp\" class=\"attachment-full size-full wp-image-11742\" alt=\"Configuring_the_Purchasing_Approval_Policy_img-4\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-4.webp 1378w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-4-300x141.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-4-1024x481.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-4-768x361.webp 768w\" sizes=\"(max-width: 1378px) 100vw, 1378px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-27f7d39 elementor-widget elementor-widget-text-editor\" data-id=\"27f7d39\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 4<\/span> : &#8211; <\/strong> To assign the approval levels to the user Go to Application &gt;&gt; Company &gt;&gt; Admin &gt;&gt; Roles as shown below<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed548de elementor-widget elementor-widget-image\" data-id=\"ed548de\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1375\" height=\"651\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-5.webp\" class=\"attachment-full size-full wp-image-11743\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-5.webp 1375w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-5-300x142.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-5-1024x485.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-5-768x364.webp 768w\" sizes=\"(max-width: 1375px) 100vw, 1375px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-075ecf9 elementor-widget elementor-widget-text-editor\" data-id=\"075ecf9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Check the appropriate <strong>Roles<\/strong> from the list and click on the <strong>Subscriptions<\/strong> as per the image shown below. In our case, the roles are Purchase Team Lead and Purchase Analyst<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ebd4ce elementor-widget elementor-widget-image\" data-id=\"9ebd4ce\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"909\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6.webp\" class=\"attachment-full size-full wp-image-11744\" alt=\"Configuring_the_Purchasing_Approval_Policy_img-6\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6.webp 1917w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6-300x142.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6-1024x486.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6-768x364.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-6-1536x728.webp 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-942d401 elementor-widget elementor-widget-text-editor\" data-id=\"942d401\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 5<\/span> : &#8211; <\/strong> Below screen will appear; Scroll Go to Purchasing &gt;&gt; Click on <strong>Permissions<\/strong> in the below image<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b21324 elementor-widget elementor-widget-image\" data-id=\"2b21324\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1375\" height=\"649\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-7.webp\" class=\"attachment-full size-full wp-image-11745\" alt=\"Configuring the Purchasing Approval Policy\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-7.webp 1375w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-7-300x142.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-7-1024x483.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-7-768x362.webp 768w\" sizes=\"(max-width: 1375px) 100vw, 1375px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c4fc4af elementor-widget elementor-widget-text-editor\" data-id=\"c4fc4af\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Select the <strong>Level 1<\/strong> checkbox for the role Purchase <strong>Team Lead<\/strong> as shown in the below image.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-edd2400 elementor-widget elementor-widget-image\" data-id=\"edd2400\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"649\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-8.png\" class=\"attachment-full size-full wp-image-11746\" alt=\"Configuring the Purchasing Approval Policy img-8\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-8.png 1380w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-8-300x141.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-8-1024x482.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-8-768x361.png 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d06229f elementor-widget elementor-widget-text-editor\" data-id=\"d06229f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>And select the <strong>Level 2<\/strong> checkbox for the role of Purchase Analyst, as shown in the image below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a694c4 elementor-widget elementor-widget-image\" data-id=\"1a694c4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1378\" height=\"654\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-9.png\" class=\"attachment-full size-full wp-image-11747\" alt=\"Configuring the Purchasing Approval Policy img-9\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-9.png 1378w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-9-300x142.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-9-1024x486.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-9-768x364.png 768w\" sizes=\"(max-width: 1378px) 100vw, 1378px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ebef8a4 elementor-widget elementor-widget-text-editor\" data-id=\"ebef8a4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 6<\/span> : &#8211; <\/strong> After creating the Purchase Order, as you can see, the purchase order is created for <strong>1100 USD<\/strong> in the screenshot below.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40ddc36 elementor-widget elementor-widget-image\" data-id=\"40ddc36\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1375\" height=\"643\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-10.png\" class=\"attachment-full size-full wp-image-11748\" alt=\"Configuring the Purchasing Approval Policy img-10\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-10.png 1375w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-10-300x140.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-10-1024x479.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-10-768x359.png 768w\" sizes=\"(max-width: 1375px) 100vw, 1375px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74ab79b elementor-widget elementor-widget-text-editor\" data-id=\"74ab79b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>So, as per our approval policy, it will be redirected to employee &#8216;B&#8217; first level of approval as it exceeds the limit <strong>of 1000 USD<\/strong>. Also, the user cannot <strong>Convert<\/strong> the document to the succeeding document, as you can see in the below screenshot.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eda629b elementor-widget elementor-widget-image\" data-id=\"eda629b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"901\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11.png\" class=\"attachment-full size-full wp-image-11749\" alt=\"Configuring the Purchasing Approval Policy img-11\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11.png 1913w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11-300x141.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11-1024x482.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11-768x362.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-11-1536x723.png 1536w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b99998 elementor-widget elementor-widget-text-editor\" data-id=\"5b99998\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 7<\/span> : &#8211; <\/strong> Now, log in with <strong>B&#8217;s<\/strong> ID and Go to &gt;&gt; Purchasing &gt;&gt; All &gt;&gt; Approve Transactions, as shown in the image below.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7cdddb9 elementor-widget elementor-widget-image\" data-id=\"7cdddb9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"909\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12.png\" class=\"attachment-full size-full wp-image-11750\" alt=\"Configuring the Purchasing Approval Policy img-12\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12.png 1919w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12-300x142.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12-1024x485.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12-768x364.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-12-1536x728.png 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39b9743 elementor-widget elementor-widget-text-editor\" data-id=\"39b9743\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The below page will appear on your screen; you will see the Purchase order, which we have created <strong>PO No. PO0225<\/strong>. The approver (B) will click the <strong>Approve<\/strong> button, and the order will be approved and submitted.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-934473a elementor-widget elementor-widget-image\" data-id=\"934473a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"901\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13.png\" class=\"attachment-full size-full wp-image-11751\" alt=\"Configuring the Purchasing Approval Policy img-13\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13.png 1915w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13-300x141.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13-1024x482.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13-768x361.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-13-1536x723.png 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-198eb56 elementor-widget elementor-widget-text-editor\" data-id=\"198eb56\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 8<\/span> : &#8211; <\/strong> However, the order is approved, and the user can convert the document to a succeeding document. Likewise, users can perform the approval mechanism and process the purchase flow in the software quickly.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b256267 elementor-widget elementor-widget-image\" data-id=\"b256267\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"903\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14.png\" class=\"attachment-full size-full wp-image-11752\" alt=\"Configuring the Purchasing Approval Policy img-14\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14.png 1915w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14-300x141.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14-1024x483.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14-768x362.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-14-1536x724.png 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-789f35a elementor-widget elementor-widget-text-editor\" data-id=\"789f35a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Case Study No. 2<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-281f1a6 elementor-widget elementor-widget-text-editor\" data-id=\"281f1a6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 1<\/span> : &#8211; <\/strong> let\u2019s take another scenario; after creating the Purchase Order, you can see below that the purchase order is created for 2100 USD.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e84ef9 elementor-widget elementor-widget-image\" data-id=\"3e84ef9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"611\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-15.png\" class=\"attachment-full size-full wp-image-11753\" alt=\"Configuring the Purchasing Approval Policy img-15\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-15.png 1380w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-15-300x133.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-15-1024x453.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-15-768x340.png 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a4d0436 elementor-widget elementor-widget-text-editor\" data-id=\"a4d0436\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>So, as per our approval policy, it will be redirected to <strong>Employee C&#8217;s second approval level as it exceeds<\/strong> the limit<strong> of 2000 USD<\/strong>. Also, the user cannot <strong>Convert<\/strong> the document to the succeeding document, as you can see in the below screenshot.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bc13d4 elementor-widget elementor-widget-image\" data-id=\"3bc13d4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"843\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16.png\" class=\"attachment-full size-full wp-image-11754\" alt=\"Configuring the Purchasing Approval Policy img-16\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16.png 1915w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16-300x132.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16-1024x451.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16-768x338.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-16-1536x676.png 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1411df1 elementor-widget elementor-widget-text-editor\" data-id=\"1411df1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 2<\/span> : &#8211; <\/strong> Now, log in with <strong>C\u2019s ID<\/strong> and Go to &gt;&gt; Purchasing &gt;&gt; All &gt;&gt; Approve Transactions as shown below.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0dc4524 elementor-widget elementor-widget-image\" data-id=\"0dc4524\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"909\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17.png\" class=\"attachment-full size-full wp-image-11755\" alt=\"Configuring the Purchasing Approval Policy img-17\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17.png 1919w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17-300x142.png 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17-1024x485.png 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17-768x364.png 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring-the-Purchasing-Approval-Policy-img-17-1536x728.png 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-36a4ec5 elementor-widget elementor-widget-text-editor\" data-id=\"36a4ec5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tThe below page will appear on your screen; you will see the Purchase order which we have created PO No. PO0228. The approver (C) will click the Approve button, and the order will be approved and submitted.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7fb9df elementor-widget elementor-widget-image\" data-id=\"c7fb9df\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"853\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18.webp\" class=\"attachment-full size-full wp-image-11756\" alt=\"Configuring_the_Purchasing_Approval_Policy_img-18\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18.webp 1919w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18-300x133.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18-1024x455.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18-768x341.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-18-1536x683.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a7fe75 elementor-widget elementor-widget-text-editor\" data-id=\"5a7fe75\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong><span style=\"text-decoration: underline;\">Step 3<\/span> : &#8211; <\/strong> If the order is approved, the user can convert the document to a succeeding one. Likewise, users can perform the approval mechanism and process the purchase flow in the software quickly.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b3a0865 elementor-widget elementor-widget-image\" data-id=\"b3a0865\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"853\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19.webp\" class=\"attachment-full size-full wp-image-11757\" alt=\"Configuring_the_Purchasing_Approval_Policy_img-19\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19.webp 1915w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19-300x134.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19-1024x456.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19-768x342.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_the_Purchasing_Approval_Policy_img-19-1536x684.webp 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-61cb2b1 elementor-widget elementor-widget-text-editor\" data-id=\"61cb2b1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tAs per the above two scenarios, we have understood that setting up the Approval mechanism will help us to meet the approval hierarchy in the purchase transaction of the business.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12d1758 elementor-widget elementor-widget-heading\" data-id=\"12d1758\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">About Us<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20dac0a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"20dac0a\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-608768a elementor-widget elementor-widget-text-editor\" data-id=\"608768a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"abt-us\" >\n<a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/\">Greytrix Africa<\/a> is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-x3\/\">Sage X3<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-300\/\">Sage 300<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-300-people\/\">Sage 300 People (HRMS)<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-crm\/\">Sage CRM<\/a>, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical &amp; Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food &amp; Beverages, Chemical), Discrete manufacturing (Automotive, Textile &amp; Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software &amp; Engineering), Distribution (Transportation &amp; Logistics), and Agriculture.\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4823439 elementor-section-content-middle envato-kit-141-top-0 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"4823439\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e424bee\" data-id=\"e424bee\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b8b73d2 elementor-widget elementor-widget-heading\" data-id=\"b8b73d2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Partners<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b94e29c elementor-widget-divider--view-line elementor-invisible elementor-widget elementor-widget-divider\" data-id=\"b94e29c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1edea63 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"1edea63\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-adca701\" data-id=\"adca701\" data-element_type=\"column\" 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Configuring the Purchasing Approval Policy Configuring the Purchasing Approval Policy Use approval policies to decide which purchasing transactions need approval, which includes specifying which approvals are required and their sequence. Use purchasing approvals to implement [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":11734,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11888","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configure Purchasing Approval Policies in Sage Intacct<\/title>\n<meta name=\"description\" content=\"Configure purchasing approval policies to align with your business strategy and streamline your purchasing process in Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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