Requisition Ad Hoc Approvals
View a quick overview video of Ad-Hoc Approval capabilities
Add additional approvers quickly and easily
Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving process forward across the entire organization.
In Paramount WorkPlace, you can create as many pre-defined approval processes as you need – for requisitions, purchase orders, and for invoices. There may be instances, however, when you want to alter the pre-defined approval process for a single transaction, adding an additional reviewer to the process. We call this Ad-Hoc Approvals.
An Ad-Hoc Approval is simply a way to assign an additional approver on a case by case basis if you are ever in need of an extra level of approval or want another set of eyes on a particular order. Ad Hoc Approvals allow you to introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving the procurement process forward.
For example, for a one-time or out-of-the-ordinary purchase, you may want to add an additional reviewer to the process, without creating an entirely new workflow process. Using the Ad-Hoc Approval feature in Paramount WorkPlace means that you can simply add in members of your team to review the requisition and approve it or make suggestions before you finalize the order.
Paramount WorkPlace includes robust approval processes, and with the Ad-Hoc Approval process, the approver can select an additional approver or approvers as part of the process. Once the Ad-Hoc Approver finishes their review, the transaction moves through the balance of the defined approval process.
Features and Benefits:
- Flexible: Ad Hoc Approval functionality add an additional level of flexibility to the procurement approval process
- Convenient: Approvers can add additional approvals to existing workflows on the fly without altering existing workflows
- Fast: Additional approvers can be added quickly and easily, eliminating the new to establish a new workflow
Terms & Definitions
What is Ad-Hoc:
Ad-Hoc means formed, arranged, or done for one particular purpose only. It comes from Latin, meaning “for this.” When applied to the approval process, it refers to a one-time change to the normal approval process.
What are Approval Rules:
Approval rules are rules the company establishes to cover its purchasing activity. Rules may cover such things as approval dollar limits, routing, individual approvers, escalation conditions, etc.
What is a Purchase Order:
A purchase order is a commercial document issued by a buyer to a seller, indicating types, quantities, terms, and agreed prices for products or services.
What is Requisition:
A requisition is a documented way to request an action or item for delivery by a certain date, department or individual.