Aggregated Line Level Purchase Request Approvals

SUGGESTED

Business case:

Purchase request approvals either work at line or at header level. We have a need for a hybrid model, where certain criteria are aggregated to determine the approver.

Example:

The following is the approval hierarchy for a company's approval:

  • Product category: Fertilizers
    • Between amount 1 and 50,000: Approved by Agronomist
    • Between amount 50,001 and 100,000: Approved by General Manager
    • Between amount 100,001 and 200,000: Approved by Production Director
    • Above 200,000: Approved by CEO
  • Product category: Pesticides
    • Between amount 1 and 50,000: Approved by Entomologist
    • Between amount 50,001 and 100,000: Approved by General Manager
    • Between amount 100,001 and 200,000: Approved by Production Director
    • Above 200,000: Approved by CEO

In the same purchase request, the following is ordered:

  1. Fertilizer 1 qty 10,000 @ unit price 3 = line amount of 30,000
  2. Fertilizer 2 qty 10,000 @ unit price 5 = line amount of 50,000
  3. Pesticide 1 qty 20 @unit price 50 = line amount of 1,000

The requirement is that the approval rule must be per purchase request per grouping e.g. 

  • The total of fertilizer is 80,000, which means it must go to the general manager for approval
  • The total of pesticides is 1,000 which means it must go to the entomologist for approval

Is this possible in purchase request approvals without doing development?

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