Sage Accpac ERP - Purchasing Approval
This module is designed to replace the standard ACCPAC Purchase Order process by replacing it with a purchase order approval process.
Purchasing Approval™ (PA) is a module that allows staff other than finance staff to enter purchase orders into ACCPAC and seek the approval of a manager. The manager can be attached to a GL segment e.g. a cost centre or can be attached to a Vendor. After the order has been entered in the system it is sent to the manager for approval via email. If the order is approved it remains in the system. If it is not approved it is removed from ACCPAC altogether. Therefore invoices are only receipted against approved purchase orders.
During the process of presenting a purchase order for approval, Purchasing Approval checks that the GL account used in the order has sufficient funds in the budget to cover the amount of the purchase order and that the manager approving the order has the appropriate delegation amount to approve the order.
The module features very tight integration with Outlook so managers merely click a button in Outlook to approve or reject a purchase order. This process takes one step closer to a paperless office and significantly reduces the likelihood of paperwork being lost or delayed.
The following Purchase Approval reports are available:
- Purchase orders approved by manager.
- Managers approving purchase orders.
- Manager approval limits.
- Purchase orders rejected.
Purchase Approval Highlights:
- Full integration with AP, PO & optionally IC.
- Setup managers' approval details.
- Approve by GL Segment or by Vendor.
- Fully integrated with Microsoft Outlook.
- GroupWise supported version is available.
- Funds availability checking
- Purchase orders are removed if not approved.
- Staff requesting approvals are notified whether their order is approved or not.
- Approval limits can be setup for each manager.
Supported Editions: Small Business / Corporate Edition / Enterprise Edition
MultiUser: Yes
Multicurrency: Supported
Module Integration: AR, PO, IC (not required), GL, GL Security
Required Modules: SM, AP, PO, GL
