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What is the “Approval Procedures” for sub-contractors #
Same as Customer-Supplier, as a service supplier you can design some approval procedures for your sub-contractors. To get some basic information about approval procedures, you can visit the “1.04 Approval procedures and working with them” page.
We have only one approval procedure that you can control; progress payments approval procedure. You can use different procedures for every different sub-contractor. So, in order to see the procedure management screen, first you will need to select one of your sub-contractors from the drop-down menu.
Approval process of sub-contractor progress payments #
With this process, you can decide how to handle the progress payments sent by the sub-contractors. You can manage them in 4 ways;
- Do not use an approval procedure – With this option, every progress payment sent by the sub-contractor will be approved automatically and this work order will become “Approved”
- Manager AND executive approval – With this option, every progress payment sent by the sub-contractor must be approved by the related Manager AND Executive Manager, in order.
- Manager OR executive approval (with an option to executive approval request) With this option, every progress payment sent by the sub-contractor must be approved by the related Manager OR Executive Manager. One of them can approve the progress payment sent by the sub-contractor. Additionally, managers can ask for additional approval from the executive manager.
- Manager OR executive approval (without an option to executive approval request) – With this option, every progress payment sent by the sub-contractor must be approved by the related Manager OR Executive Manager. One of them can approve the progress payment sent by the sub-contractor.
