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Overview

Within 'Advanced Order Approval', there are various ways to configure the approval process. Some business rules require quite complex approval arrangements. 
The various options are detailed below.

• Regular Approval - The user is 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. 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.'
• Single Person User Selected - This allows the user to choose an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'.
• Multi Person User Selected - This allows the user to choose multiple approvers from a list of valid approvers. This uses the same logic as 'Regular Approval'. Only one of the selected approvers needs to approve the order.
• Single Person Auto Selected - This functionality is the same as for 'Regular Approval'.
• Multi Person Auto Selected - This will automatically select all available approvers to approve the order. All of the selected approvers need to approve the order.
• Multi Person Auto Single - This will automatically select all available approvers to approve the order. Only one of the selected approvers needs to approve the order.
• Hierarchical - This will allow a hierarchical list of approvers to approve an order. All of the approvers need to approve the order.
• Hierarchical Customer Budget - This will allow a hierarchical list of approvers to approve an order. All orders are submitted for approval (even if the order is placed by a user in the approval group).
• Hierarchical Approval Limits - This will allow a hierarchical list of approvers to approve an order; minimum and maximum order amounts are set up on each user in the approval group. Approvers are skipped if their range doesn't include the order amount.
  
  

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1. Login as an Administrator.

2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).

3. Click the 'Orders' tab.

4. Click the 'Restrictions and Charges' sub-tab.

5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.

6. Click the 'Update' button at the bottom of the page to save changes.
7. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'MPAS'.
   
   

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

   1. Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
   2. Search for the required User.
   3. Select the record via radio button.
   4. Click the 'Accounts' tab.
   5. If the user has multiple Customer Codes, select the correct record via radio button.
   6. On the '$Limits' tab, click 'Edit'.
   7. Set the value in the 'Approval Limit' field to the required dollar amount.
   8. Set the value in the 'Order Limit' field to the required dollar amount.
   9. Set the value in the 'Requisition Limit' field to the required dollar amount.
   10. Click the 'Update' button to save changes.
   11. Repeat Steps a-j for other users on the account, including users who will have approval authority.

Approval Hierarchies

To Set Up Hierarchical Approval:

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