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| Approval Type | Description | Requires Approval Groups? |
|---|---|---|
| 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.' | No |
| 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'. | No |
| Single Person Auto Selected | This will automatically select an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'. | No |
| Multi Person User Selected | This allows the user to choose multiple approvers from the Approval Groupa list of valid approvers. Only one of the selected approvers users needs to approve the order. | YesNo |
| Multi Person Auto Selected | This will automatically select all available approvers from the Approval Group. All of the selected approvers users need to approve the order. | Yes |
| Multi Person Auto Single | This will automatically select all available approvers from the Approval Groupa list of valid approvers. Only one of the selected approvers users needs to approve the order. | YesNo |
| Multi Person Auto Selected No Group | This will automatically select all available approvers to approve the order. All of the approvers need to approve the order. | No |
| Hierarchical | This will allow a hierarchical list of approvers in an Approval Group to approve an order. All of the approvers need to approve the order. | Yes |
| Hierarchical Customer Budget | This will allow a hierarchical list of approvers in an Approval Group to approve an order. All orders are submitted for approval (even if the order is placed by an approving user in the Approval Group). | Yes |
| Hierarchical Approval Limits | This will allow a hierarchical list of approvers in an Approval Group to approve an order. Minimum and maximum order amounts are set up on each user in the Group. Approvers are skipped if their range doesn't include the order amount. | Yes |
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- Login as an Administrator.
- Navigate to 'Settings' –> 'Settings' (zSettings.aspx).
- Click the 'Orders' tab.
- Click the 'Restrictions and Charges' sub-tab.
- Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.
- Click the 'Update' button at the bottom of the page 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, 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.
Info
title Please Note All Several of the Multi Person approval types (with the exception of MPANG) 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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