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How do I add an approver or reviewer for my Shopping Cart? |
Your spending limit and the name of your default approver are stored in your User Profile. You cannot change these but you can add additional approvers or reviewers to your Shopping Cart to help it move more quickly through the Enterprise Buyer 2.0 Desktop Edition Workflow.
To see a preview of the approval workflow for your Shopping Cart, click approval preview , on the Shopping page.
On the Approval Map, the system shows a graphical presentation of the path your Shopping Cart through the Enterprise Buyer 2.0 Desktop Edition workflow. This path is governed by your spending limit, designated approvers and their approval limits, and other business rules of your organization:
To help speed progress through the workflow or to share information with other responsible parties, you can click Add Approver or Add Reviewer in line with, or in parallel to the established workflow.
In both cases, you must supply the designated person's name or Login ID exactly as stored in the Enterprise Buyer 2.0 Desktop Edition database. If you are unsure of spelling or abbreviations, you can search the database for the correct name and spelling.
For an approver, you may designate that the new approver shall receive your Shopping Cart:
Before your designated approver
After your designated approver,
or
in Parallel with (at the same time as) your designated approver
This designation is not needed if you add a reviewer, because the reviewer receives the Shopping Cart for information only. Their response is not part of the Enterprise Buyer 2.0 Desktop Edition workflow.
In order to assist the processing the Shopping Cart, you may want write to your Approver providing some explanation or justification for the purchase.
To add a note, click notes to approver.