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Approval TypeDescriptionRequires Approval Groups?
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: 'Order cannot be submitted as there is no approver with the correct approval limit authority.'

No
Single Person User SelectedThis allows the user to choose an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'.No
Single Person Auto SelectedThis will automatically select an approver from a list of valid approvers. This uses the same logic as 'Regular Approval'.No
Multi Person User SelectedThis allows the user to choose multiple approvers from the Approval Group. Only one of the selected approvers needs to approve the order.Yes
Multi Person Auto SelectedThis will automatically select all available approvers from the Approval Group. All of the selected approvers need to approve the order.Yes
Multi Person Auto SingleThis will automatically select all available approvers from the Approval Group. Only one of the selected approvers needs to approve the order.Yes
Multi Person Auto Selected No GroupThis will automatically select all available approvers to approve the order. All of the approvers need to approve the order.No
HierarchicalThis 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
Hierarchical Customer BudgetThis 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
Hierarchical Approval LimitsThis 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

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  1. Login as an Administrator.

  2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).

  3. Click the 'Orders' tab.

  4. Click the 'Restrictions and Charges' sub-tab.

  5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.

  6. Click the 'Update' button at the bottom of the page to save changes.

Once the system-wide setting has been updated, the User's '$Limits' settings can be updated:

    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.

 

Anchor
SPUSPSPU
SP

To Set Up Single Person User Selected Approval:

  1. Login as an Administrator.
  2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).
  3. Click the 'Orders' tab.
  4. Click the 'Restrictions and Charges' sub-tab.
  5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.
  6. Click the 'Update' button at the bottom of the page to save changes.
  7. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'SPU'.
    Once the system-wide setting has been updated, the User's '$Limits' settings can be updated: 
    1. Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
    2. Search for the required User.
    3. Select the record via radio button.
    4. Click the 'Accounts' tab.
    5. If the user has multiple Customer Codes, select the correct record via radio button.
    6. On the '$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.

 

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To Set Up Multi Person User Selected Approval:

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  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.

 

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To Set Up Single Person Auto Selected Approval:

  1. Login as an Administrator.

  2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).

  3. Click the 'Orders' tab.

  4. Click the 'Restrictions and Charges' sub-tab.

  5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.

  6. Click the 'Update' button at the bottom of the page to save changes.
  7. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'SPA'.
    Once the system-wide setting has been updated,
    1. SPU = Single Person User Selected
    2. SPA = Single Person Auto Selected

 

Then. update the User's '$Limits'

 settings can be updated

:


 

    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.

 

Anchor
MPAMPUMPA
MPU

To Set Up Multi Person Auto Selected ApprovalApproval:

  1. Login as an Administrator.
  2. Navigate to 'Settings' -->  –> 'Settings' (zSettings.aspx).
  3. Click the 'Orders' tab.
  4. Click the 'Restrictions and Charges' sub-tab.
  5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.
  6. Click the 'Update' button at the bottom of the page to save changes.
  7. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'MPA'.

    Once the system-wide setting has been updated, the User's '$Limits' settings can be updated:
     

    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.

 

...

To Set Up Multi Person Auto Single Approval:

  1. Login as an Administrator.

  2. Navigate to 'Settings' --> 'Settings' (zSettings.aspx).

  3. Click the 'Orders' tab.

  4. Click the 'Restrictions and Charges' sub-tab.

  5. Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.

  6. Click the 'Update' button at the bottom of the page to save changes.
  7. Set the 'Order Approval Type' at the required level (User, Customer, or Role) to 'MPAS'.
    Once the system-wide setting has been updated, :
    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

 

Then, update the User's '$Limits'

 settings can be updated

:


 

    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.

 

Approval Hierarchies

Anchor
H
H

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