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User Budgets allow Administrators to set up and maintain budget limits against individual Customer Users for a defined period. It is useful for those Customers that want to allocate an amount per user for the purchase of certain items on your site, e.g., uniforms. User budgets override any active Customer level budgets. So let's say Company ABC has a default Customer level budget set at $100 per user. One of its staff members has a user budget set at $150. This amount will override the Customer level budget level of $100. A user will be prevented from submitting an order if the amount breaches their allocated budget in the set period or their budget period has expired.
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Set up and maintain Customer budgets for Users. |
Step-by-step guide
NOTE - This feature has to must first be switched enabled on your site by Commerce Vision.
1. Enable and configure Customer Budgets for Users
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- In the CMS, navigate to Settings → Settings (or on your site, zSettings.aspx).
- Click the Notifications tab.
- Find the field Days before budget expire, and enter the number of days before expiry date.
- To save this change, click the Update Budget button.
Additional Information
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| MultiExcerptName | Feature Overview |
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| Administrators can set up and maintain budget limits against individual Customer Users for a set period. For Customers that allocate an amount per user to buy certain items on your site, e.g., uniforms. |
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| hidden | true |
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| MultiExcerptName | Feature Title |
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User Budgets |
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| MultiExcerptName | Additional Info |
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| A user is prevented from submitting an order if the amount breaches their allocated budget in the set period or their budget period has expired. |
| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| 4.31 |
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| MultiExcerptName | 4.27 |
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| PageWithExcerpt | LTS 2021 actual min. versions |
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| Prerequisites | |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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| Yes |
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| Business Function |
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| MultiExcerptName | Business Function |
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| | Order Budgets & Approvals |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| B2B |
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| Third Party Costs |
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| MultiExcerptName | Third Party Costs |
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| n/a
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Related help
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | DRAFT |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| excludeCurrent | true |
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| cql | label in ("user","custom-catalogue","customer") and type = "page" |
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| labels | kb-how-to-article |
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