Figure 1: Control Panel Menu – Approval Rules section
In PLANERGY all purchase orders require at least one approval from a user authorized to approve purchase orders. Whether or not a user can approve an order will depend on their individual settings. For further details on user setting see the Users section of this guide. Approval rules further define the approval process required for specific orders. You can set requirements for additional approvers on certain orders.
Adding, editing or archiving approval rules are actions carried out using the Approval Rules section of the Control Panel. If this option is not visible in the menu when you open the Control Panel you have not been given permissions related to Approval Rules in the system and you would need to request any changes to the Approval Rules are made by somebody who has been assigned that permission, or a System Administrator.