Purchase Orders: Define Departments

Authorizations and Permissions

When creating permissions for Purchase Order approvals, you must first set up your departments. These departments are determined by your companies accounting department. To use this function correctly, please set up these departments with your accounting team.

To get started go to System Settings> Procurement App> Define Departments for Requisition > Add New Department

Here you can:

• List of all departments belong to your company.
• Add a new department, edit existing department as well as define which user belong to which department.
• Also, you can define who are the Pre-Approvers for a department (this is used only for companies that require Pre-Approval Process BEFORE the normal Approval process).
• A user can only belong to ONE department.

You can add or edit Department Name, Assign Accounting codes, Assign Users, Define Pre-Approvers in this dashboard.

Once User Roles & Permissions are set, you can  Assign and Define their roles with-in Approval Threshholds.

*Be aware that You cannot delete a department that has users, GL codes, contract types associated with it.