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To Set up Regular Approval:

1. Login as an Administrator.

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

3. Click In the CMS, navigate to Settings → Settings.

4. Select the 'Orders' tab.

5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.

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

1. 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.

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To Set up Single Person Approval:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).
3. Click In the CMS, navigate to Settings → Settings.
4. Select the 'Orders' tab.
5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.
8. Set the 'Order Approval Type' at the required level (User, Customer, or Role):
   1. SPU = Single Person User Selected
   2. SPA = Single Person Auto Selected

 

Then. update the User's '$Limits': 

1. 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.

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To Set up Multi Person Approval:

1. Login as an Administrator.
2. Navigate to 'Settings' –> 'Settings' (zSettings.aspx).
3. Click In the CMS, navigate to Settings –> Settings.
4. Select the 'Orders' tab.
5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.
8. Set the 'Order Approval Type' at the required level (User, Customer, or Role):
   1. MPU = Multi Person User Selected
   2. MPA = Multi Person Auto Selected
   3. MPAS = Multi Person Auto Single
   4. MPANG = Multi Person Auto Selected No Group

 

Then, update the User's '$Limits': 

1. 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.

 

Info
title Please Note
Several of the Multi Person approval types 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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To Set up Hierarchical Approval:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).
3. Click In the CMS, navigate to Settings  → Settings.

4. Select the 'Orders' tab.

5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.
8. Set up the 'Approval Group' at either the Customer or User level.
9. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'H'.

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To Set up Hierarchical Customer Budget Approval: 

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).
3. Click In the CMS, navigate to Settings → Settings.

4. Select the 'Orders' tab.

5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.
8. Set up the 'Approval Group' at either the Customer or User level.
9. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'HC'.

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To Set up Hierarchical Approval Limits: 

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).
3. Click In the CMS, navigate to Settings → Settings.

4. Select the 'Orders' tab.

5. Click Select the 'Restrictions and Charges' sub-tab.

6. Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
   Image Added

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

7. Click the Click 'Update' button at the bottom of the page to  to save changes.
8. Set up the 'Approval Group' at either the Customer or User level.
9. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'HAL'.

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