The following steps describe This article describes how to amend a user's on-line 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 - $999,999.00 will require approval. Approving users on the same Customer Code with an 'Approval Limit' greater than the order value will be able to approve the order. If there isn't a user with an appropriate approval limit for the order, an error message will be displayed to the User: 'Order cannot be submitted as there is no approver with the correct approval limit authority.'
Step-by-step guide
To set-up users on-line order limitsUpdate a User's Order Limits:
...
- Login as an Administrator.
- Click on Accounts > Navigate to 'Accounts' --> 'Advanced User Maintenance
- Enter the users email address or part thereof in the "Search For" box and enter on Search
- From the list of Users displayed select the user you wish to change
- Select "Accounts" from the available tabs
- From the list of Customers select the Customer you wish to change the limits for this user
- Navigate to the bottom of the screen which will display existing settings under the "Limits" tab
- Select "Edit"
- Amend the "Approval Limit" / "Order Limit" / "Requisition Limit" as required
- Select "Update"
- The users limits for this customer will now be effective the next time the user logs in.
- ' (UserMaintenance.aspx?mode=admin).
- Search for the required User.
- Select the User record via radio button.
- Click the 'Accounts' tab.
- If the User has multiple Customer Codes, select the correct record via radio button.
- On the '$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' to the required dollar amount.
- Click the 'Update' button to save changes.
- Repeat Steps 2-10 for other users on the account as required.
Info |
---|
For further information on Order Approvals, see Enabling Order Approvals. |
Related articles
Content by Label | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|