Updated on October 7, 2024
Notes:
- Requesters always had the ability skip Spend Limit approvers for their order, in the event that the present approver is unavailable and needs to be skipped prior to the company defined skip timing.
- The approval skip is logged in the Order History window, including a time stamp and reason
- This does not allow Requesters to skip segment approvers, New Supplier approvers, or the highest Spend Limit approver for the order.
- The new feature described in this help doc provides companies with the option to turn off the skip ability.
- As the Requester skip process was an existing ability, the option is enabled by default.
Admins are now able to control if Requesters and Admins can skip certain Spend Limit approvers. When the option is enabled, the original Requester will be able to skip Spend Limit approvers. Admins will also be able to skip Spend Limit approvers on behalf of a Requester.
If disabled, then both the Requester and Admin will NOT be able to skip spend limit approvers within any requisition.
Locate the Notifications section of the Admin role:
There will be an area to Skip Spending Limit Approver. Select Enable users to manually skip Spending Limit Approvers to enable this feature:
If users should not be granted access to skip spend limit approvers, leave this box unchecked:
Save any updates on the top right:
To skip an approver on a requisition or PO, an Admin (or original Requester if enabled) can complete a search at the top of the screen by updating Catalog to Orders All:
After Orders All is selected, add the requisition number or PO number in the search:
After the correct order is found, click on the PO# (please note that the PO number may be blank if this is a new requisition and a PO number has not been assigned):
A new window will open with the requisition details. In the top right of the screen, locate "To view the approval status of this order" and select Click here:
The approval window for the requisition will appear. To skip an approver, select the button to the right of the approver (when hovering over the button, Skip this Approver will be noted):
Please note again that only spend limit approvers can be skipped. Any segment approvers, new supplier approver, or the final (top-most) spend limit approver on an approval path cannot be skipped.
A popup will appear asking for a reason for skipping the approver. Add in a reason and select OK:
The approval will then update with the skip along with a timestamp. Notes will also be added to include the name of the user, the timestamp, and the reason for the skip:
