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Amend a user's online order limits (requisition, order and approval) where the Advanced Order Approval system is used. |
This page describes how to amend a users on-line user's online order limits (requisition, order and approval) against a customerwhere the Advanced Order Approval system is used.
With Advanced Order Approval, 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 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.'
Step-by-step guide
- Login as a user with that has an administration role.
- Click on Accounts > Advanced User Maintenance
- Enter the users email address or part thereof in the Search For box and enter on Search
- From the list of Users displayed select the user you wish to change
- Select "Accounts" from the available tabs
- From the list of Customers select the Customer you wish to change the limits for this user
- Navigate to the bottom of the screen which will display existing settings under the "Limits" tab
- Select "Edit"
- Amend the "Approval Limit" / "Order Limit" / "Requisition Limit" as required
- Select "Update"
- The users limits for this customer will now be effective the next time the user logs in.
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| The Approval limit set here applies to Basic Approval only |
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To Update a User's Order Limits:
- In the CMS, navigate to Users → Website Users.
- Search for and Edit the required user.
- In the Customer Details section, update the dollar amounts for the user's Order Limit, Requisition Limit, and Approval Limit.
- If the user has access to multiple accounts, you may wish to update the limits for those as well.
- Save & Exit.
- Repeat Steps 2 - 5 for other users on the account, including users who will have approval authority.
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| For further information on Order Approvals, see Order Approvals. |
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