APPROVAL RANGE

The Approval Range section allows administrators to define procurement approval ranges based on predefined criteria. This interface enables you to configure multi-level approval workflows based on monetary thresholds for different procurement types.

Follow these steps to access the Approval Range interface:

  1. Navigate to the Org Config module from the main menu
  2. Under the Secondary Master section, select Approval Range

Navigation to Approval Range

The Approval Range interface will display all existing approval ranges and provide options to create new configurations.

Creating a New Approval Range

Step 1: Initiate Approval Range Creation

Click the Add button in the toolbar to begin creating a new approval range.

Add Approval Range Button

Step 2: Complete the Approval Range Form

An approval range configuration form will appear with the following fields:

Approval Range Form

General Information

Field Description Required
Procurement Type Select the type of procurement from the dropdown list ✓ Yes
Description Provide additional details about the procurement approval range Optional
Remarks Enter any additional notes or comments related to this configuration Optional

To create a new Procurement Type, navigate to: Procurement Type

Warning

Procurement Type is a mandatory field.

Approval Range Configuration

This section allows you to define the monetary limits and approval levels for the selected procurement type. By default, the system mandates Approval 1 and Approval 2 for the initial range. You can customize the specific range values and enable additional approval levels using the provided checkboxes.

  • Range From: Specify the starting monetary value of the range.
  • Range To: Specify the ending monetary value of the range.
  • Approval 1: First level of approval (automatically required).
  • Approval 2: Second level of approval (automatically required).
  • Do you want Approval 3?: Checkbox to enable a third level of approval.

Step 3: Save the Approval Range

After completing all required information, click the Save button to create the approval range configuration.

Note

The Approval 1 and Approval 2 checkboxes are pre-selected and required for all approval ranges. These two approval levels are mandatory and cannot be disabled. The optional Approval 3 can be enabled when additional approval oversight is needed for specific procurement ranges.

Managing Existing Approval Ranges

Approval Range Listing View

Once created, all approval ranges are displayed in the Approval Range table, showing procurement types, ranges, and approval level requirements.

Actions

Approval Range Actions

Each approval range in the listing supports the following action:

View Approval Range

Click the Eye icon in the Actions column to view the approval range details in read-only mode.

Toolbar Features

Toolbar Icons

The Approval Range interface includes the following toolbar features:

Icon Feature Description
➕ Add Add Record Create a new approval range configuration
📊 Export Export to Excel Download the approval range data as an Excel spreadsheet
🔍 Search Search Input Filter approval ranges by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the approval range table to display the latest data
🏠 Home Navigate Home Return to the application home page
⬅️ Back Go Back Navigate to the previous page