The following steps describe how to amend a user's on-line order limits (requisition, order and approval) against a customer
Step-by-step guide
To set-up users on-line order limits
- Login as an Administrator
- Click on 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.
The Approval Limit set here applies to Basic Approval only
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