Set Approval Type at Role levelNOTE - Role level approvals will be overriden by any active Customer or User approvals.
To set Approval Type at the Role Level: - While logged into your website, navigate to Roles (usually in Account Selection → Roles) (/zRoles.aspx).
- Click the radio button next to the required Role.
- Click the Functions tab.
- Click Modify.
- Find the field Approval Type and select the required approval type.
- Find the field Is Cancel of Approval Orders Comments Mandatory. Tick if the Approver must enter a reason for rejecting an option.
- Find Enable Cancel of Approval Orders. Tick if the Approver can reject an order.
- Click OK to save.
Set Approval Type at Customer level (without Approval Groups)NOTE - Customer level approvals are overriden by active User approvals.
To set an Approval Type at the Customer Level: - While logged into your website, navigate to Customer Maintenance (usually in Account Selection → Customer Maintenance) (/CustomerMaintenance.aspx).
- Search for the required customer account.
- Select the record via radio button.
- Click the Customer Details tab.
- Click Modify.
- Find the field Order Approval Type and select the required approval type.
- Find the field Enable Email Approval. Tick if you want the email sent to an Approver to include links they can click on to quickly Approve and Reject an order.
- Find Required Comments on Email Order Rejection. Tick if the Approver must enter a reason for rejecting an option via the email link.
- Click OK to save.
Set Approval Type at Customer level (with Approval Groups)NOTE - Customer level approval type is overriden by User settings. NOTE- Approval Groups must be created for a Customer prior to this step.
To Set Approval Type at the Customer Level with 'Approval Groups': - While logged into your website navigate to Customer Approvals (usually in Account Selection → Customer Approvals) (/CustomerApproval.aspx).
Note - if this page is unavailable, it has to be added to the menu via the Menu Editor. - Search for the required customer for which you want to set the Approval Group.
- Select the record via radio button.
- Click the Customer Details tab.
- Click Modify.
- Select an Approval Group from the drop-down list.
- Click OK to save.
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: - While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance (/UserMaintenance.aspx).
- Search for the required user and select them via radio button.
- Click Modify.
- Find the field Order Approval Type and select the required option.
- Click OK to save.
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 with 'Approval Groups': - While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance (/UserMaintenance.aspx).
- Search for the required user and select them via radio button.
- Click the Accounts tab.
- Select the required customer FOR which to set the Approval Group.
- On the $Limits tab, click Edit.
- Find the field Approval Group and select from the drop-down list.
- Click Update to save.
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