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- Navigate to Users → Advanced User Maintenance.
- Search for and select the ordering user.
- Click 'Modify' on the User tab.
- Update the 'Order Limit' field to the dollar value you wish to trigger approval at.
- Update the 'Orders Approved By' field to the email address/user ID of the approving user.
- Click OK to save.
Tip If you don't see the 'Order Limit' field on this User tab, get in touch and we'll add it for you!
You can also do this in bulk via ImportIf you've got lots of users to update, you can do it in bulk. See our article on Data Import for more information.
Approval By User and Account
With this mode, users are 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. Approving users on the same customer account 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.'
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