How Requisition Approval is Routed in Calem

See this blog for requiring pre-approval for REQs.

Requisition approval auto-routing is available in release R10l (March 2017). The pre-requisites for approval routing include:

• Set up users with "Supervisor" configured (at Organization | ACL Profiles | User List)
• Set up REQ approval levels (at Organization | ACL Profiles | REQ Level)
• Set up REQ approvers by teams or individual users (at Organization | ACL Profiles | REQ Approvers).
  • An approval team allows approvers in a team to get approval notification emails.
• Set up REQ Buyer users (at Organization | ACL Profiles | Monitor User)

Calem uses the following rules in routing approvals.

• A requisition is created with "New" status. Items can be added or adjusted in the requisition. When the requisition is ready for review. Its status is changed to "Ready".
  • A newly created requisition is transitioned to "Ready" status by a process every 30 minutes if the REQ has items added.
  • A REQ without items added will be left at "New" status.
• When a requisition is in ready status. The pre-approvers are notified based on supervisors. 
  • By default, approvers are calculated and notified. The option can be turned off to require pre-approval. Contact your Calem Support Team to do it.
• When a requisition is pre-approved, the approvers are calculated and notified.
• If the Requester user is a REQ approver and the REQ approval level is sufficient per REQ total, the Requester is set as approver.
  
• Otherwise, the supervisor of the REQ requester is evaluated. If the supervisor is a REQ approver with sufficient approval level, the supervisor is set as the approver.  This step is repeated till an approver is found or the supervisor relationship is exhausted.
  
• If an approver cannot be determined by the supervisor chain Calem will search the approvers by requisition site (Organization| ACL Profiles | REQ Approval) and notify the first approver or approval team with the sufficient approval levels.
  • The selection of the first approver or a team may be random from approvers/teams matching the approval requirements.
  • Approval team may allow more than one approval user to get approval notifications.
• If an approver cannot be found. Calem will notify REQ monitors that an approver cannot be found for the requisition.
  

Email notifications:

• Approver will receive an email about a REQ waiting for approval.
• Approver can open the notification link to log into Calem to approve.
• Once a REQ is approved, REQ buyers are notified.

Additional Resources

• How to Mandate Pre-Approval for REQs
  
• 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