Page History

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1. Approval By User - a simple 1-to-1 relationship. One user's orders are approved by another user who is the nominated approver (these users arendon't required even have to be on the same account).
   
   
2. Approval By User and Account - multiple users may be eligible to approve orders, as long as they are on the same account and have the required approval limit for the order in question. 
   
   

3. Advanced Approval By User and Account - offers advanced options for multi-person approval, hierarchical approval hierarchies, and approval groups.

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Implementation

Approval By User

This is a simple order approval process. An order limit is set for the user, as well as the nominated approverand an Approver is nominated. Any orders over the limit will require approval.

When the user submits an order, an email is sent to the Approver containing information about the order and a link to the order approvals page. The Approver clicks the link, logs into the website logs in and reviews the order. After either approving or rejecting the order, an email notification is sent to the original user. 

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1. In the CMS, navigate to 'Settings' → 'Settings'.
2. Select the 'Orders' tab.
3. Select the 'Restrictions and Charges' sub-tab.

4. Set Use Advanced Order Approval to 'Approval By User'.
   

   Note
   If your site is displaying 'Use Advanced Order Approval' as a single checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

5. Click the 'Update' button at the bottom of the page to save changes.

Once the system-wide setting has been updated, the User's approval settings can be updated:

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Update each user whose orders will require approval: 

1. Navigate to Users → Advanced User Maintenance.
2. Search for and select the ordering user.
3. Click 'Modify'.
4. Set the value in the 'Order Limit' field to the required dollar amount.
5. Set the value in Update the 'Orders Approved By' field to the email address/user ID of the User who will approve ordersapproving user.
6. Click 'OK' to save changes. 
7. Navigate to Users → Website Users.
8. Search again for the ordering user and click Edit. 
9. Update the 'Order Limit' field to the dollar value you wish to trigger approval at.
10. Save & Exit.

You can also do this in bulk via Import. 

Approval By User and Account

With this mode, users are given order limits for various order functions. For example, a user may have a 'Requisition Limit' of $999999.00, and an 'Order Limit' of $200.00. This user can submit orders up to $200 in value without approval, but any orders $200.01 - $999,999.00 will require approval. Approving users on the same customer account code with an 'Approval Limit' greater than the order value will be able to approve the order. If there isn't a user with an appropriate approval limit for the order, an error message will be displayed to the User: 'Order cannot be submitted as there is no approver with the correct approval limit authority.'

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