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The process goes something like this:
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Approval modes
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- In the CMS, navigate to 'Settings' → 'Settings'.
- Select the 'Orders' tab.
- Select the 'Restrictions and Charges' sub-tab.
Find the checkbox labelled 'Use Advanced Order Approval' and ensure it's unticked. If it displays as a dropdown on your site, simply set it to 'Approval By User'.
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- Click the 'Update' button at the bottom of the page to save changes.
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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.
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Image Added - Click OK to save.
Info |
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If you don't see the 'Order Limit' field on this User tab, get in touch and we'll add it for you! |
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- In the CMS, navigate to Settings → Settings.
- Select the 'Orders' tab.
- Select the 'Restrictions and Charges' sub-tab.
Tick the box to 'Use Advanced Order Approval' (or if you see a drop-down, set it to 'Approval By User and Account').
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Click Update to save your changes.
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- In 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.
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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 2-5 for other users on the account, including users who will have approval authority.
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Related help
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hidden | true |
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MultiExcerptName | Feature Title |
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Order Approvals |
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Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| **.**.** |
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Prerequisites | |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| No |
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Business Function |
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MultiExcerptName | Business Function |
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| Orders |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Ballpark Hours From CV (if opting for CV to complete self config component) |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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Ballpark Hours From CV (in addition to any self config required) |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a
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CMS Category |
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| CMS Category |
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Related help
Content by Label |
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showLabels | false |
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max | 6 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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excludeCurrent | true |
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cql | label in ("approvals","orders") and type = "page" and space = "KB" and text ~ "approval" |
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labels | approval order requisition limit |
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