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To Update a User's Order Limits:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
- Search for the required User.
- Select the User 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' to the required dollar amount.
- Click the 'Update' button to save changesIn the CMS, navigate to Users → Website Users.
- Search for and Edit the required user.
- In the Customer Details section, update the dollar amounts for the user's Order Limit, Requisition Limit, and Approval Limit.
Image Added - If the user has access to multiple accounts, you may wish to update the limits for those as well.
- Save & Exit.
- Repeat Steps 2 - 10 5 for other users on the account as required., including users who will have approval authority.
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For further information on Order Approvals, see Order Approvals (Superseded). |
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