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Before you can use advanced approval options, your website needs to be set to this option.
In the CMS, navigate to Settings → Settings.
Select the Orders tab.
Select the Restrictions and Charges tab.
Find the 'Use Advanced Order Approval' field and select 'Advanced Approval By User and Account'.
Note If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.
- Click Update to save changes.
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Approval Type can be set at the Role, Customer or User level. Note - The User setting overrides the Customer Setting, which overrides the Role setting. Set Approval Type at Role levelNOTE - Role level approval type is overriden by Customer or User settings. To set Approval Type at the Role Level:
Set Approval Type at Customer level (without Approval Groups)NOTE - Customer level approval type is overriden by User settings. To set Approval Type at the Customer Level:
Set Approval Type at Customer level (with Approval Groups)NOTE - Customer level approval type is overriden by User settings. NOTE- Approval Groups must be set up for a Customer prior to this step. To Set Approval Type at the Customer Level using with 'Approval Groups':
Set Approval Type at User level (withOUT Approval Groups)NOTE - This setting will override any Customer or Role level settings. To Set Approval Type at the User Level:
Set Approval Type at User level (with Approval Groups)NOTE - This setting will override any Customer or Role level settings. NOTE- Approval Groups must be set up for a Customer prior to this step. To Set the Approval Type at the User Level using 'Approval Groups':
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Step-by-step
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guide
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To Set up Regular Approval:
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In the CMS, navigate to Settings → Settings.
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Select the 'Orders' tab.
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Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Approval By User and Account'.
Note |
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If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options. |
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Click 'Update' to save changes.
Once the system-wide setting has been updated, the User's '$Limits' settings can be updated:
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Single Person Approvals
Single Person User-selected
To set up Single Person User-selected:
- Navigate to Accounts → Advanced User Maintenance (UserMaintenance.aspx?mode=admin).
- Search for the required User
.Select- , and select the record via radio button.
- Click the
'- Accounts
'- tab.
- If the user has multiple Customer Codes, select the correct record via radio button.
- On
the '- the $Limits
' tab- tab, click
'- Edit
'- .
- Set the value in the
value in the '- Approval Limit
'- field to the required dollar amount.
- Set the value in the
value in the '- Order Limit
' field- field to the required dollar amount.
- Set the value in
the '- the Requisition Limit
'- field to the required dollar amount.
- Click the
'- Update
'- button to save changes.
Repeat Steps
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1-
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9 for other users on the account, including users who will have approval authority.
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To Set up Single Person Approval:
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Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
Note |
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If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options. |
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- SPU = Single Person User Selected
- SPA = Single Person Auto Selected
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Single Person Auto-selected
This approval type can be set for a User against a Customer account.
To set up Single Person Auto-selected:
- Navigate to Accounts → Advanced User Maintenance (UserMaintenance.aspx?mode=admin).
- Search for the required User
.Select- , and select the record via radio button.
- Click
the 'Accounts' tab.- If the user has multiple Customer Codes, select the correct record via radio button.
On the '$Limits' tab, click 'Edit'- the User tab.
- Find Order Approval Type and select Single Person Auto-Selected
- Click the Accounts tab, and select the Account required.
- Then on the $Limits tab, click Edit.
- Set the value in
the '- the Approval Limit
'- field to the required dollar amount.
- Set the value in
the '- the Order Limit
'- field to the required dollar amount.
- Set the value in
the '- the Requisition Limit
'- field to the required dollar amount.
- Click
the '- the Update
' button- button to save changes.
- If the user has other accounts, repeat steps 5-10 for other accounts.
Repeat Steps
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1-
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11 for other users on the account, including users who will have approval authority.
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Multi Person Approvals
To set up Multi Person Approval:
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,
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
Note If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.
- Click 'Update' to save changes.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role):
- MPU = Multi Person User Selected
- MPA = Multi Person Auto Selected
- MPAS = Multi Person Auto Single
- MPANG = Multi Person Auto Selected No Group
- Then
s
- update the User'
- s '$Limits':
- Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
- Search for the required User.
- Select the record via radio button.
- Click the 'Accounts' tab.
- If the user has multiple Customer Codes, select the correct record via radio button.
- On the '$Limits' tab, click 'Edit'.
- Set the value in the 'Approval Limit' field to the required dollar amount.
- Set the value in the 'Order Limit' field to the required dollar amount.
- Set the value in the 'Requisition Limit' field to the required dollar amount.
- Click the 'Update' button to save changes.
- Repeat Steps a-j for other users on the account, including users who will have approval authority.
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title Please Note Several of the Multi Person approval types require the use of Approval Groups (refer to the table above). Check out our Approval Groups article for information on how to configure these.
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