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- Login as an Administrator.
- Navigate to 'Settings' –> 'Settings' (zSettings.aspx).
- Click the 'Orders' tab.
- Click the 'Restrictions and Charges' sub-tab.
- Set 'Use Advanced Order Approval' to On by ensuring the box is ticked.
- Click the 'Update' button at the bottom of the page 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.
Please Note - Most Multi Person approval types require the use of Approval Groups. See Approval Groups for further information.
Approval Hierarchies
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