Set Up Employees for Item Approval by Hierarchy - Employee

Set Up Employees for Item Approval by Hierarchy - Employee

If your organization's warehouse procedures rely on employee hierarchy for approvals prior to issuing or requesting purchase requests, you can use NEXGEN's inbuilt Approval By Hierarchy feature.

Info
This feature is for purchase and inventory requisitions only. You can set up approvals for service requests and work orders via NEXGEN's Automation Workflow module.

Prerequisites for Setting Up Approval by Hierarchy

To ensure the approval by hierarchy function is working properly, ensure you have set up the following.
  1. The Approval by Hierarchy option must be enabled in Company Options.
    1. From the blue sidebar, click Settings > Setup > Company Options.
    2. Under the applicable domain, click Inventory.
    3. Check off the following options:
      1. Stock Controlled Inventory
      2. Stock Approval by Hierarchy
  2. Employee records must be updated with the following information:
    1. Supervisor
    2. Max Requisition Amount

Setup Individual Employees for Approval by Hierarchy

  1. Click Resource > Employee in the blue sidebar.
  2. Select an employee record.
  3. Click Edit in the top info zone.
  4. Adjust the Max Requisition Amount.
    1. This is the maximum value of warehouse items the employee can request before having to be approved.
  5. Select a Supervisor in the Supervisor field.
  6. Click Save.
You can continue these steps to continue the employee hierarchy.




What happens when a user checks out an item?

After a user checks out an item, an inventory requisition is created. This inventory requisition then has to be approved by the supervisor listed in their employee record. If requisition is created while the supervisor is out of office, the inventory requisition will go to their supervisor instead. 

The supervisor can receive notifications for inventory requisitions they need to approve. These will be visible in their notifications.


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