How to Mandate Pre-Approval for REQs

• A REQ has to be pre-approved before it can be approved.
• Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.
• Buyers can only approve REQs that are pre-approved and turn them into POs.

 1. Express Approval Flow

Requisition express flow is enabled out of the box. It allows a REQ of "Ready" status to be approved with or without "Pre-Approved" status.

• A REQ can be turned into "Approved" from "Ready" without "Pre-Approved" status.
• Pre-Approved can be set by users configured as Pre-Approvers (Org | ACL Profiles | Monitor User).
• Or, it can be set by users with any approval levels (Org | ACL Profiles | REQ Approval).

 2. Disabling Express Approval Flow

Express Approval Flow can be disabled by a configuration change at calem.custom.php (code block below). Customers of Calem Cloud may contact Calem Support Team for the configuration change. The change modifies the status life-cycle graph and removed the transition from "Ready" to "Approved" (see diagram below).

When Express Approval Flow is turned off.

• A REQ has to be pre-approved prior to being approved.
• Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.
• It supports the following workflow for buyers to focus on pre-approved REQs:
  • Pre-Approvers pre-approve REQs.
  • Busyers cannot pre-approve REQs.
  • Buyers approve REQs pre-approved and turn them into POs.

//Mandate pre-approval
$_CALEM_dist['req_conf']['req_wf_express']=false; 

Additional Resources

• How Requisition Approval is Routed in Calem
• Use Quotation in Requisition Approval
• Requisition Module Training
• Inventory Module Training
• User Guide and Admin Guide (customer account required)
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo