Workflow

The Procurement application evaluates every submitted Shopping Cart against the organization's business rules and the user's User Profile.

The Procurement application Approval Hierarchy proceeds like this:

1. When a user submits a Shopping Cart, the Procurement application checks it for compliance with the organization's business rules and Approval Requirements, such as the Spending Limit in the user's Procurement application User Profile.
2. If the Shopping Cart is valid and does not exceed the user's spending limit, Orders are created and routed to the appropriate suppliers.
3. If the Shopping Cart is not valid, it follows the Approval Route to another user to be adjusted or rejected.
4. If the Shopping Cart is valid but contains an item requiring Commodity approval, the Shopping Cart is routed to the Approver named in the buyer's User Profile.

Note: Approvers may be an individual approver or a member of an approval group.

5. If the Shopping Cart is valid but exceeds the user's spending limit, it is routed to the Approver named in the user's User Profile.
6. The Approver may reject the Shopping Cart, or resubmit it to the Procurement application workflow.
7. The Procurement application evaluates the Shopping Cart again, including the Approver's actions.
8. If the dollar total in the resubmitted Shopping Cart also exceeds the Approver's Approval Limit, it is routed to the next higher level Approver who is named in the lower level approver's User Profile.
9. This process continues until the Shopping Cart is finally rejected or is approved by a user with a high enough spending limit.
10. If a Shopping Cart is edited (its contents are changed) while it is in the workflow, the cart may be re-routed back through previously completed approval steps, for Re-approval.

In the Procurement application, the Approval workflow can be:

• Previewed before Check Out in the Approval Preview page, and
• Monitored, as it proceeds, in the Shopping Cart Status page.