Buildlogic Pty Ltd

APPROVAL PROCESSES 

This function allows you to have three different levels for approval for subbie claims and supplier invoices.  

For subbie claims and supplier invoices the levels are – Simple, Standard and Complex.   Workflow is as shown in the following diagram.

For these two functions, you can limit which users have the right to approve them.

The Buildlogic Client Administrator will need to update each user’s approval levels for each module against their user profile in Buildlogic.

As show below there are two functions that need to be considered under the Contracts & Contract Variation and the Purchase Order modules, plus the correct approval type needs to be selected for each user.   Here is an example for Subbie Progress claims.    The same options apply to the Purchase Order module.

Users can be set up so they have access to everything or they could be set up as first or second approvers.

Note:  Simple - is the default Approval type when users are initially setup.

For Head Contract Variations and Provisional Sums, the user can only be either given permission to approve or not.

This process allows a user to create a progress claim for a subbie or invoice for the supplier, approve it and send the payment to the accounting system.   

On processing and approving the payment the send to accounting system button is displayed and needs to be clicked.

This process allows a user to create a progress claim for a subbie or invoice for a supplier, then allocate it to an Internal approver who can then review and approve before it is sent to the accounting system.

Once you process the claim and ‘Send for approval’.    A popup box appears where you can select the Approver’s name and assign plus type in a comment.

On assigning the approver, the grid changes where it can be approved or can be sent back to author for changes and the process will start again.

A notification will appear in the approver’s To Do list on the Dashboard.   They can click on the hyperlink on the Dashboard and be taken to the subbie progress claim or supplier invoice and approve and then send to the accounting system.  

 The send to accounting system button only appears after this approval level.

This process allows a user to create a subbie progress claim or a supplier invoice, assign it to a 1st Approver who can then assign to a 2nd Approver with comments before it can be sent to the accounting system for payment.

The grid changes to the following on assigning to a 2^nd approver.

Again, a notification will appear in the approver’s To Do list in the Dashboard and the send to accounting system button only appears after this 2^nd level approval is finalised.