Legal and financial mandates
Legal mandate; This is the link between the approval rules (amount limits) to the user and is also called a mandate.
Please note that only full users can be chosen as user within a mandate.
Next to this link, it is required to enter a ‘responsible’ person here. It is optional to enter start- and/or end date. This enables you to already create newly employed users up front.
Financial; Here you will enter the coding parameters and which approval step can be executed by the user.
In this example Marc can execute the first line approval for all invoices on cost center Sales. It is possible to add additional parameters;
In this example user Jeremy can only approve invoices when entered on cost center ‘SUP’ AND organisation ‘Informatique’.
If cost center CON is used for an invoice of Informatique, the system will not pick Jeremy as approver.