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Excerpt
hiddentrue

Set up order approvals for users, roles or customers on your website.

...

  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.   

Info
titleHow to set an Approval Type at different levels

Set Approval Type at Role level

NOTE - Role level approvals will be overriden by any active Customer or User approvals. 


To set Approval Type at the Role Level:

  1. While logged into your website, navigate to Roles (usually in Account Selection → Roles) (/zRoles.aspx).
  2. Click the radio button next to the required Role.
  3. Click the Functions tab.
  4. Click Modify.
  5. Find the field Approval Type and select the required approval type.
  6. Find the field Is Cancel of Approval Orders Comments Mandatory. Tick if the Approver must enter a reason for rejecting an option.
  7. Find Enable Cancel of Approval Orders. Tick if the Approver can reject an order.
  8. Click OK to save.

Set Approval Type at Customer level (without Approval Groups)

NOTE - Customer level approvals are overriden by active User approvals.


To set an Approval Type at the Customer Level:

  1. While logged into your website, navigate to Customer Maintenance (usually in Account Selection → Customer Maintenance) (/CustomerMaintenance.aspx).
  2. Search for the required customer account.
  3. Select the record via radio button.
  4. Click the Customer Details tab.
  5. Click Modify.
  6. Find the field Order Approval Type and select the required approval type.
  7. Find the field Enable Email Approval. Tick if you want the email sent to an Approver to include links they can click on to quickly Approve and Reject an order.
  8. Find Required Comments on Email Order Rejection. Tick if the Approver must enter a reason for rejecting an option via the email link.
  9. Click OK to save.

Set Approval Type at Customer level (with Approval Groups)

NOTE - Customer level approval type is overriden by User settings.

NOTE- Approval Groups must be created for a Customer prior to this step.


To Set Approval Type at the Customer Level with 'Approval Groups':

  1. While logged into your website navigate to Customer Approvals (usually in Account Selection → Customer Approvals) (/CustomerApproval.aspx).
    Note - if this page is unavailable, it has to be added to the menu via the Menu Editor. 
  2. Search for the required customer for which you want to set the Approval Group.
  3. Select the record via radio button.
  4. Click the Customer Details tab.
  5. Click Modify.
  6. Select an Approval Group from the drop-down list.
  7. Click OK to save.

Set Approval Type at User level (without Approval Groups)

NOTE - This setting will override any Customer or Role level settings.


To Set Approval Type at the User Level:

  1. While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance (/UserMaintenance.aspx).
  2. Search for the required user and select them via radio button.
  3. Click Modify.
  4. Find the field Order Approval Type and select the required option.
  5. Click OK to save.

Set Approval Type at User level (with Approval Groups)

NOTE - This setting will override any Customer or Role level settings.

NOTE - Approval Groups must be set up for a Customer prior to this step.


To Set the Approval Type at the User Level with 'Approval Groups':

  1. While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance (/UserMaintenance.aspx).
  2. Search for the required user and select them via radio button.
  3. Click the Accounts tab.
  4. Select the required customer FOR which to set the Approval Group.
  5. On the $Limits tab, click Edit.
  6. Find the field Approval Group and select from the drop-down list.
  7. Click Update to save. 

...

  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 '$Limits': 
    1. Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
    2. Search for the required User.
    3. Select the record via radio button.
    4. Click the 'Accounts' tab.
    5. If the user has multiple Customer Codes, select the correct record via radio button.
    6. On the '$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
titlePlease 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
H
H

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