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The following steps describe This article describes how to amend a user's on-line online order limits (requisition, order and approval) against a customerwhere the Advanced Order Approval system is used.

With Advanced Order Approval, 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 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.'

Step-by-step guide

To set-up users on-line order limitsUpdate a User's Order Limits:

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1. Login as an Administrator.
2. Click on Accounts > Navigate to 'Accounts' --> 'Advanced User Maintenance
3. Enter the users email address or part thereof in the "Search For" box and enter on Search
4. From the list of Users displayed select the user you wish to change
5. Select "Accounts" from the available tabs
6. From the list of Customers select the Customer you wish to change the limits for this user
7. Navigate to the bottom of the screen which will display existing settings under the "Limits" tab
8. Select "Edit"
9. Amend the "Approval Limit" / "Order Limit" / "Requisition Limit" as required
10. Select "Update"
11. The users limits for this customer will now be effective the next time the user logs in.

1. ' (UserMaintenance.aspx?mode=admin).
2. Search for the required User.
3. Select the User 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' to the required dollar amount.
10. Click the 'Update' button to save changes.
11. Repeat Steps 2-10 for other users on the account as required.

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