VIM PO Life Cycle and Approval Process

Modified on Wed, Jan 25, 2023 at 7:50 AM

TABLE OF CONTENTS


VIM PO Approvers


The “Purchaser” sends the Vendor Purchase Order (VPO) for Approval. By default, the VPO approval process is configured s follows:


First Level Approvers:

   




Second Level Approver:


There is no Second Level Approval for VIM PO. It can be configured at the client's request.


There is no Supervisor approval for VPOs configured by default.






VIM Purchaser Order Life Cycle




VIM PO Stage Change notifications

VIM PO notification event sends email, text, or telegram notifications to specific Employees when a VIM PO goes to approved, rejected, canceled or closed stage. Who will receive (Purchaser, BP Owner, Employee, User Group) a notification is up to you. Request FCX Support to configure this notification event.





First-Level VPO Approval 


1. First Level Approvers receive VPO Approval Job


2. Review the VPO


3. Decide on the VPO Approval Job:


  • Reject VPO. 

If, at any sage of the approval process the approver selects “Reject” the Job will be closed, the VPO will be moved to the Rejected Stage. The Purchaser will receive a notification.


  • Send VPO for revision. 

As an Approver you can select this option if you want the Purchaser to modify the VPO before approving it. You can also enter comments in the job to explain what you want to change. 

The Purchaser will receive a job to make required edits and send the VPO for re-approval. He can also cancel the VPO if the approval is no longer necessary.


  • Approve VPO.










Second-Level VPO Approval like First

If a 2nd Level Approval is provided, a further Approval Job will be sent to the approver's inbox. It looks the same as the 1st Level Approval Job.


After a Second Level Approver confirms the VPO, the purchaser receives a notification. So he or she will then be able to print or send VPO to the Vendor.


Find more about how to print, cancel the PO or close short.





Auto-approval

The VIM PO approval process is individual for each client. It can be configured to automatically approve VIM POs. In this case, a VIM PO is automatically approved after you send it for approval.

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