Quote Review Criteria

Quote Review Criteria define approval routing rules that automatically direct quote requests to appropriate reviewers based on Cost Centre and Cost Code combinations. Create criteria by selecting a Cost Centre (for example, Building Maintenance, IT Services) and Cost Code (for example, Reactive Repairs, Equipment Upgrades), then assign Accounts or Roles as reviewers for that financial combination. When a quote request matches the configured criteria, the system automatically routes it to the assigned reviewers for approval, ensuring proper authorization before procurement. For example, configure criteria for Cost Centre "Building A Operations" and Cost Code "HVAC Repairs" with the Facilities Manager as reviewer—any HVAC repair quotes for Building A automatically require Facilities Manager approval. This enforces financial controls (budget holders approve their own expenditures), maintains authorization hierarchies (senior approvers for high-value categories), and ensures compliance with procurement policies. Organizations typically configure criteria covering all active Cost Centre/Code combinations used in quotes, assigning appropriate approval levels based on departmental structure and financial delegation limits.