Requests placed in MeRLIN go for approval as configured in the Workflow Configuration, under the Business Administration module. Any business process that requires approval follows a Workflow approval structure. The levels of approvals, the role that needs to approve each level is pre-configured for every business process that can be modified by the Business admin.
- The initiator will be able to select approvers for each level and then initiate the approval request workflow.
- Only after all the approvers accepts the request you have placed, the status of the request will turn to APPROVED.
- In MeRLIN we follow a sequential approval process, i.e. In sequential chains, each approver in the sequence will receive a request to approve only when the previous approver has approved the request.
- MeRLIN sends an internal notification to the next level approver as soon the current approver (or the initiator) approves.
- At any level, if an approver rejects, MeRLIN sends an internal notification to the initiator and returns the form to the initiator
- Rejected data will not be retained system. The buyer needs to re-enter the data to reinitiate the workflow.
(Example- Requisition Management)
The following screen shows an approval tab while creating a new request.
1. Enter the comments while submitting the request for approval. This can be viewed by the approvers as well.
2. Click on the + icon to add new approvers to the existing list of approvers.
- Choose the Role and further choose the Approver.
- You can click on the delete icon to delete the approvers only for approvers added outside the preconfigured approval list.
3. Choose the approvers from the list of approvers. This list will display the users who are mapped to the role of Purchasing Director. Moving over the information icon, you will see the minimum number of Approvers required as configured under the Workflow Configuration under Business Administration. In such cases, you will have to choose multiple approvers as shown.
4. Save the Request as Draft using this button.
5. Click on the Submit button to Submit the request for approval.