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Set up various order approval types. |
Overview
Within 'Advanced Order Approval ', there are by User and Account' (mode 3) provides various ways to configure the order approval process. Some business rules require quite complex approval arrangements. The
You should decide which approval type will be the most suitable for your site before continuing. The various options are detailed below.
| Approval Type | Description | Requires Approval Groups? | Approval Mode |
|---|---|---|---|
| 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, noting that there are no approvers with the correct authority will be displayed to the user. | No | Approval By User and Account |
| 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 | Advanced Approval By User and Account |
| 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 | Advanced Approval By User and Account |
| Multi Person User Selected | This allows the user to choose multiple approvers from a list of valid approvers. Only one of the selected users needs to approve the order. | No | Advanced Approval By User and Account |
| Multi Person Auto Selected | This will automatically select all available approvers from the Approval Group. All of the selected users need to approve the order. | Yes | Advanced Approval By User and Account |
| Multi Person Auto Single | This will automatically select all available approvers from a list of valid approvers. Only one of the selected users needs to approve the order. | No | Advanced Approval By User and Account |
| 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 | Advanced Approval By User and Account |
| 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 | Advanced Approval By User and Account |
| 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 | Advanced Approval By User and Account |
| 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 | Advanced Approval By User and Account |
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- In the CMS, navigate to Settings → Settings.
- Select the 'Orders' tab.
- Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
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.
- Click 'Update' to save changes.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role):
- SPU = Single Person User Selected
- SPA = Single Person Auto Selected
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 '$Limits' tab, click 'Edit'.
- Set the value in the 'Approval Limit' field to the required dollar amount.
- Set the value in the 'Order Limit' field to the required dollar amount.
- Set the value in the 'Requisition Limit' field to the required dollar amount.
- Click the 'Update' button to save changes.
- Repeat Steps a-j for other users on the account, including users who will have approval authority.
...
- In the CMS, navigate to Settings –> Settings.
- Select the 'Orders' tab.
- Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
Note If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.
- Click 'Update' to save changes.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role):
- MPU = Multi Person User Selected
- MPA = Multi Person Auto Selected
- MPAS = Multi Person Auto Single
- MPANG = Multi Person Auto Selected No Group
Then, update the User's '$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 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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...
- In the CMS, navigate to Settings → Settings.
Select the 'Orders' tab.
Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
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.
- Click 'Update' to save changes.
- Set up the 'Approval Group' at either the Customer or User level.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'H'.
...
- In the CMS, navigate to Settings → Settings.
Select the 'Orders' tab.
Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
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.
- Click 'Update' to save changes.
- Set up the 'Approval Group' at either the Customer or User level.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'HC'.
...
- In the CMS, navigate to Settings → Settings.
Select the 'Orders' tab.
Select the 'Restrictions and Charges' sub-tab.
Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
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.
- Click 'Update' to save changes.
- Set up the 'Approval Group' at either the Customer or User level.
- Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'HAL'.
...