Piggybank
Budget Management
You can set budget thresholds so that related orders are automatically forwarded for approval before they are sent to the supplier. The Building Budgets article will provide more information on how to set this up.
When a budget reaches the set threshold for approval, an email will be sent to the provided email addresses for action to be made.
There are two ways this can be done:
- Via Email
- Via Cherry Pi
Orders need to be approved before the supplier cut off times to ensure they arrive on the scheduled delivery dates. Approvers will need their Pi login configured to approve orders - contact the Pi Helpdesk to action this.
When a Cherry Pi order requires approval, the user placing the order will be notified:
Option 1: Email Action
An email action alert will contain an overview of the Cherry Pi order, including the estimated order total. The approver will have two options to choose from at the very bottom of the email - Approve or Reject.
Option 2: Cherry Pi Action
When the approver receives an email action alert the below steps can be followed, if approving through Cherry Pi...
- Select the Cherry Pi module from the left-hand navigation bar
- To the right of the various search tools, select More
- Using the Order Status drop-down select Pending Approval
- Select Review order to the right of the order that requires approval
- Choose to Approve or Reject the order
Once an order has been approved, following either option, the order status will reflect this and update in Cherry Pi to show it has been sent and is pending supplier download.
If an order is rejected, the user will receive an email to advise.
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