Content Comparison

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1. In the CMS, navigate to Settings → Settings (or while logged into your website: /zSettings.aspx) 

2. Select the Orders tab.

3. Select the Restrictions and Charges tab.

4. Find the  Use Advanced Order Approval field, then select Advanced Approval By User and Account'

   Note
   If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with Commerce Vision and we will update the field to display the dropdown list. However, you can still enable the functionality by ticking the checkbox.

   
   

5. Click Update to save changes.

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Approval Type can be set at the Role, Customer or User level. Note - If you multiple Approvals are active, User level settings override Customer level settings. Customer settings override Role settings. E.g., An approval process is set for User A, who has the role of a B2B buyer. A Role level approval process has also been set for B2B buyers. The system will use the Approval set up for User A.   

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1. 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
      
      
2. 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.

Approval Hierarchies

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