Enhanced control of approval limits

Enhanced feature for those who process purchase invoices in Next®.

One of the key features in an invoice approval is to verify that the people accepting an invoice has the authority to do so.


The approval process is defined in BPMN. The actual limits and people are data you maintain yourself.


Organizations have different approaches to this, often based on tradition and industry practices.

Now Next® is enhanced to support 3 different approaches:

  1. Basic approval 
  2. Multi level approval
  3. Direct level approval
Basic approval check

If you use Basic approval check, and you approve an invoice that has a monetary value that exceeds your approval limit, Next® will automatically forward the invoice for additional approval by your immediate superior. No further approval is required.

Multi level approval

If you use Multi level approval, and you approve an invoice that has a monetary value exceeding your approval limit, Next® will automatically forward the invoice for additional approval by your immediate superior. If the value also exceeds their authority, Next® will automatically forward the invoice to additional approval one step further up, and continue this until a person with sufficient authority has approve the invoice. With this approach multiple people can be involved in the processing of the invoice.

Direct level approval

If you use Direct level approval, and you approve an invoice that has a monetary value exceeding your approval limit, Next® will search through your organization until it finds the one person how is authorized to approve an invoice of this value. With this approach only two people will be involved, not matter what value the invoice has.    


An example from our Yellow Furniture demo


Invoice
value
Principle 1. 

2.

3.

2.000

Any

ADLEO



40.000 Basic ADLEO BEWAD
40.000 Multi level ADLEO BEWAD DOBOW
40.000 Direct level ADLEO DOBOW











Business log


No separate business log is generated

Future enhancements

No enhancements are planned

For the techies

If Next® encounters a circular reference, or simply an invoice with a value too high for anyone to approve, the Business Administrator is notified and asked to resolve the issue.

Additional information

Please refer to the product documentation once this feature is available. 

Commercial terms and conditions

This enhanced feature is available at no additional cost, to users with an active service plan. Any consultancy assistance will be invoiced.

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.


Details

Title:

Enhanced control of approval limits

Type:

Enhanced feature

Status:

Released

Release time:

June 2020 

Affected products:

Next® Approve
Next® Invoices

Audience:

Business users
Next® Admins
Next® Specialists
Developers
Architects
Operations

Classification:

Public

Responsible product manager:

Jørn Manfred Christensen

Updated:

12.06.2020

By:

Kim Hellum