Summary:
How to build up additional approval levels (up to 4 levels) in which you can assign one or more of the rules to each level.
Instructions:
Once you have created your Approval, you build up additional approval levels (up to 4 levels) in which you can assign one or more of the following rules to each level:
- Base Price Increased – specify the % increase you want to trigger the rule
- Base Price Decreased – specify the % decrease you want to trigger the rule
- Item Added – triggered when a new item has been added to the Price List
- Item Removed – triggered when an existing item has been removed from the Price List
- To add a new approval level, click Add level and a new row Level 1 will be displayed as below:
- To add a new rule to the level, click the + button in the rules section.
A pop-up window will be displayed. You may select one or more rules per level you would like to validate.
- Click Save.
Example: Base price increased has been added to the rule level to alert an Approver of any price increases above a nominated %. In this case 10%.
- To enter the price % value you want to trigger an alert, click Edit (as above).
- Enter the numerical value only (no need to enter %, although it does accept a decimal).
- If you would like to see all price increases, enter 0% as your trigger level.
You must now assign a Buyer Administrator to approve the changes.
- Select the + button in the Approvers section to select one or more approvers.
You can continue to add levels, for example a larger price increase may go to a different Approver or any new items added may be another Approval rule which can go to the same or different Approvers.
NOTE: Rules are triggered in reverse order, i.e. the system will consider Level 5 before Level 4, and so on, until it reaches the default level (Level 1). Approvals and notifications are triggered when the first rule is broken.
- Once you have completed creating the rules for your scheme, click Save.
Only once you have fully completed the rules will you be able to save the scheme.