Who:	Matter Manager + Contract Administrator + Job Originator + Scheduler + Verifier + Accounts
Why:	The Approval Manager has rejected a high value order.  The Order cannot be progressed until the Manager gives approval. The rejected Order needs to be retrieved, and action taken, to get it approved.

Procedure

If the user has a limit imposed on the value of Matters or Orders they can send to Providers, LPG will automatically escalate high value Orders to an approval manager. The following procedure describes the action required by the user if the manager rejects the Order.

The same procedure applies when you action a high value Claim or high value Invoice that has been rejected by the Manager.

1. On the LPG, menu select Worklist > All. 

The My Worklist Summary appears.

2. Scroll down to the Orders section and click Orders Not Approved By Manager.
NOTE: If there are no rejected Orders (Count is 0), you cannot click on the link.

The list of Orders Not Approved By Manager appears.

3. Click the Action button next to the order you wish to action.
The Orders Not Accepted By Manager screen appears with the Items tab selected.

4. To see the manager’s reason for rejecting the Order, click the History
The History list is displayed.
N1 - The entry “Manager Rejection” (highlighted in red text) gives the manager’s reason for rejecting the Order. In the example shown below the reason is “This requires more detail”.

The user has four options at this point:

N2 – Send for Approval: Sends the request for approval again. This might be used if the user wishes to respond to the manager’s reason for rejection or perhaps to select a different manager for the approval process.

N3 - Re-allocate the Order: Returns to the Allocate Order stage so a different Provider can be selected. This might occur if the manager believed that the original Provider did not have the capacity to handle the scope of work being issued to them.

WARNING: Returning to the Allocate Order stage will cause the items list on the Order to be cleared. You will need to reselect the items for inclusion on the Order.

 

N4 – Re-Itemise the Order: Returns to the Itemise Order stage so the items and/or quantities can be adjusted.

N5 – Cancel Order:  See user guide Recall, Stop or Cancel.

To resend the request for approval do the following:

5. Click the Send for Approval
The Order Requires Approval screen appears.

6. Select the Approval Workgroup, Approval Manager (if you wish) and delivery options.

 

NOTE: These are the same options that were available when the order was initially escalated however, you can make different choices.  The Order will, once again, be with the Approval Manager group for actioning of a High Value Order.   This is not a manually escalated order.

 

7. Since this action is resending the request for approval of an Order that had been rejected, it would be advisable to provide more detail in the Request for Approval Comment to justify the high value of the Order and respond to the reasons for rejection.

8. Click the Send for Approval
The Order returns to the Approve Order stage for the manager to review again.

Tips & Troubleshooting

NOTE: Once the Order, Claim or invoice has been escalated to the Manager, it cannot be further processed until the Manager responds to the escalation.