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| Excerpt | ||
|---|---|---|
| ||
Set up various order approval types. |
Overview
Within 'Advanced Order Approval', there are various ways to configure the approval process. Some business rules require quite complex approval arrangements.
The various options are detailed below.
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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.
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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):
- 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
| Anchor | ||||
|---|---|---|---|---|
|
...
- 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'.
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