Delegations

Delegations are based on a tiered structure, from tiers 1 to 6, and not on position titles. You can delegate your authority to another position (temporarily or permanently) with approval from the Executive General Manager of Finance, Infrastructure and Lotteries.

Purchase Orders and Approvals

All purchases need pre-approval either by raising a purchase order in Microsoft Dynamics AX (DAX) or outside DAX using the current manual approval process outlined in the Delegation Guidelines (page 9). Delegates cannot approve purchase orders they have raised themselves.

Certain expenses like IT and marketing require approval by a category owner before a budget owner can approve the purchase. You must have a budget to approve purchases.

If you find the approval hierarchy (approval tiers 1–6) in Dynamics AX is incorrect, please log your request for help via the #TeamPossible Support Hub and the DAX support team will respond to you as quickly as possible.

Signature Request Form

We have simplified the QF 6001.01 Board Approval Request Form to make it easier to use. You only need to complete this for Board approvals. Signatures demonstrating approval can be added to your Business Case or through retained email approvals.

Operating Expenditure (OpEx)

If you authorise purchases for Endeavour Foundation, it’s likely an operating expense, or OpEx. Delegation Guidelines are complemented by a Manager Guide to Operating Expenditure Fact Sheet – the most common type of expenses employees will manage.

The fact sheet will help you understand what you need to consider, and what steps to take, when purchasing a good or service for Endeavour Foundation, such as cost, budget, preferred suppliers, categories and approval tiers.

Business Case

You may need a Business Case depending on the expense amount, if it’s in the budget or business plan. To guide you in this process, please refer to page five on the Delegation Guidelines for Managers and Staff or the Manager Guide to Operating Expenditure.