When creating a request to update the SRM7 structure, the best way is to provide the Financial structure file with the intended modifications.
The file contains every information needed to make the creation, modification or removal in the structure. By indicating on the file the necessary information, the SRM7 team should be able to make the changes more quickly without back and forth.
Detailed procedure to extract the SRM7 financial matrix |
How to determine the approval limit ?
The approval limit should follow the threshold table:
The table has 13 levels of approval. The level 0 is not an approval limit, it is an output limit (value to which the shopping cart can be created without the need to be financially approved).
On the financial structure hierarchy, the approval limits need to be defined according to the level of the position. The higher position needs to have always a higher approval limit than the position below.
Example:
How to create an approval position ?
When requesting the creation of Financial approval position in SRM7 the following information is needed:
- Name of Position Department and Approval Position
- Approval limit
- User information (Name, ID and Email)
Example:
Add a line to the file for the Department and Position.
How to modify an approval position ?
Sometimes it can be necessary to make some modifications on the Position.
The modifications can be the following:
- Change the approval limit
- Indicate the new approval limit for the position
- Change Approver name of the position code
- Indicate the new approver for the position
- Move Department/position
- Indicate in the file the new place for the position
Example:
How to remove an approval position ?
When requesting the removal of a user in SRM7 the following information is needed:
Necessary information:
- Department/position
- Indicate if the user is a Company leaver (can be indicated on the description of the request)
- Inform to whom the pending Work items (shopping carts pending on approval) should be transferred. Please note that Work items that are not transferred would not be processed and the order will not proceed.
The position cannot be removed if is linked to an active Cost Object (Cost center/WBS code).
Example:
How to transfer the cost centers to a new approval position ?
The approval position can only be removed from the structure if no active Cost Object (cost center/WBS code) is linked to the position.
If the Position is linked to any active cost object it needs to be deactivated or transferred to another position.
Procedure to request the update of the approval position of a cost center: Request the creation / update of Master Data
How to submit a request to the SRM7 team ?
The requests to the SRM7 must be done via Service One
In Service One, the service Maintain financial approval (controller) structure in SRM7 can be found in the catalog:
>> Procurement >> Procurement Data & Analytics >> Structures for provisioning
- Attach the modified excel structure file to the ticket (see “+ Attach files” icon).
- When the request is created, the SRM team will proceed with the necessary actions.
- After that the ticket requester will be informed accordingly.
