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Before you can use advanced approval options, your website needs to be set to this option. 

  1. In the CMS, navigate to Settings → Settings.

  2. Select the Orders tab.

  3. Select the Restrictions and Charges tab.

  4. Find the  'Use Advanced Order Approval' field and select 'Advanced Approval By User and Account'.

    Note

    If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.


  5. Click Update to save changes.


Info
titleSetting Approval Type at Various Levels

Approval Type can be set at the Role, Customer or User level. Note - The User setting overrides the Customer Setting, which overrides the Role setting.

Set Approval Type at Role level

NOTE - Role level approval type is overriden by Customer or User settings. 


To set Approval Type at the Role Level:

  1. While logged into your website, navigate to Roles (usually in Account Selection → Roles) (/zRoles.aspx).
  2. Select the required role via radio button.
  3. Click the Functions tab.
  4. Click Modify.
  5. Find the field Approval Type and select the required approval type.
  6. Find the field Is Cancel of Approval Orders Comments Mandatory. Tick if the Approver must enter a reason for rejecting an option.
  7. Find Enable Cancel of Approval Orders. Tick if the Approver can reject an order.
  8. Click OK to save.

Set Approval Type at Customer level (without Approval Groups)

NOTE - Customer level approval type is overriden by User settings.


To set Approval Type at the Customer Level:

  1. While logged into your website, navigate to Customer Maintenance (usually in Account Selection → Customer Maintenance) (/CustomerMaintenance.aspx).
  2. Search for the required customer account.
  3. Select the record via radio button.
  4. Click the Customer Details tab.
  5. Click Modify.
  6. Find the field Order Approval Type as required.?
  7. Find the field Enable Email Approval. Tick if you want the email sent to an Approver to include links they can click on to quickly Approve and Reject an order.
  8. Find Required Comments on Email Order Rejection. Tick if the Approver must enter a reason for rejecting an option via the email link.
  9. Click OK to save.

Set Approval Type at Customer level (with Approval Groups)

NOTE - Customer level approval type is overriden by User settings.

NOTE- Approval Groups must be set up for a Customer prior to this step.


To Set Approval Type at the Customer Level using with 'Approval Groups':

  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'Customer Approvals' While logged into your website navigate to Customer Approvals (usually in Account Selection → Customer Approvals) (/CustomerApproval.aspx).
    Note - if this page is unavailable, it has to be added via the Menu Editor. 
  3. Search for the required customer on for which you want to set the Approval Group.
  4. Select the record via radio button.
  5. Click the 'Customer Details' tab.
  6. Click 'Modify'.
  7. Select an Approval Group from the drop-down list. WHERE IS THIS?
  8. Click 'OK' to save.

Set Approval Type at User level (withOUT Approval Groups)

NOTE - This setting will override any Customer or Role level settings.


To Set Approval Type at the User Level:

  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance' (/UserMaintenance.aspx).
  3. Search for the required user .Select the record and select them via radio button; the 'User' tab will load.
  4. Click 'Modify'.Set
  5. Find the value for 'field Order Approval Type' and select the required option.
  6. Click 'OK' to saveclick OK to save.

Set Approval Type at User level (with Approval Groups)

NOTE - This setting will override any Customer or Role level settings.

NOTE- Approval Groups must be set up for a Customer prior to this step.


To Set the Approval Type at the User Level using 'Approval Groups':

  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'While logged into your website navigate to Advanced User (usually in Account Selection → Advanced User Maintenance' (/UserMaintenance.aspx).
  3. Search for the required user .Select the record and select them via radio button.
  4. Click the 'Accounts' tab tab.
  5. Select the required customer on FOR which to set the Approval Group.
  6. On the '$Limits' tab, click 'Edit'.
  7. Select an Find the field Approval Group and select from the drop-down list.
  8. Click 'Update' to save. 

Step-by-step

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guide
Anchor
RegApproval
RegApproval

To Set up Regular Approval:

...

In the CMS, navigate to Settings → Settings.

...

Select the 'Orders' tab.

...

Select the 'Restrictions and Charges' sub-tab.

Set 'Use Advanced Order Approval' to 'Approval By User and Account'.
Image Removed

Note

If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

...

Click 'Update' to save changes.

Once the system-wide setting has been updated, the User's '$Limits' settings can be updated:

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Single Person Approvals

Single Person User-selected

To set up Single Person User-selected:

  1. Navigate to Accounts → Advanced User Maintenance (UserMaintenance.aspx?mode=admin).
  2. Search for the required User
    3. .Select
  3. , and select the record via radio button.
  4. Click the 
    5. '
  5. Accounts
    6. '
  6.  tab.
  7. If the user has multiple Customer Codes, select the correct record via radio button.
  8. On
    9. the '
  9. the $Limits
    10. ' tab
  10. tab, click 
    11. '
  11. Edit
    12. '
  12. .
  13. Set the value in the
    14. value in the '
  14. Approval Limit
    15. '
  15.  field to the required dollar amount.
  16. Set the value in the
    17. value in the '
  17. Order Limit
    18. ' field
  18. field to the required dollar amount.
  19. Set the value in
    20. the '
  20. the Requisition Limit
    21. '
  21.  field to the required dollar amount.
  22. Click the 
    23. '
  23. Update
    24. '
  24.  button to save changes.

Repeat Steps

...

1-

...

9 for other users on the account, including users who will have approval authority.


Anchor
SP
SP

To Set up Single Person Approval:

...

Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
Image Removed

Note

If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

...

  1. SPU = Single Person User Selected
  2. SPA = Single Person Auto Selected

...

Single Person Auto-selected

This approval type can be set for a User against a Customer account.

To set up Single Person Auto-selected:

  1. Navigate to Accounts → Advanced User Maintenance (UserMaintenance.aspx?mode=admin).
  2. Search for the required User
    3. .Select
  3. , and select the record via radio button.
  4. Click
    5. 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'
  6. the User tab.
  7. Find Order Approval Type and select Single Person Auto-Selected
  8. Click the Accounts tab, and select the Account required.
  9. Then on the $Limits tab, click Edit.
  10. Set the value in
    11. the '
  11. the Approval Limit
    12. '
  12.  field to the required dollar amount.
  13. Set the value in
    14. the '
  14. the Order Limit
    15. '
  15.  field to the required dollar amount.
  16. Set the value in
    17. the '
  17. the Requisition Limit
    18. '
  18.  field to the required dollar amount.
  19. Click
    20. the '
  20. the Update
    21. ' button
  21. button to save changes.
  22. If the user has other accounts, repeat steps 5-10 for other accounts.

Repeat Steps

...

1-

...

11 for other users on the account, including users who will have approval authority.


Anchor
MPU
MPU
To Set up 

Multi Person Approvals

To set up Multi Person Approval:

...

    Set 'Use Advanced Order Approval' to 'Advanced Approval By User and Account'.
    Image Removed

    Note

    If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options.

  1. Click 'Update' to save changes.
  2. Set the 'Order Approval Type' at the required level (User, Customer, or Role):
    1. MPU = Multi Person User Selected
    2. MPA = Multi Person Auto Selected
    3. MPAS = Multi Person Auto Single
    4. MPANG = Multi Person Auto Selected No Group

  3. Then
,
  1. update the User'
s 
  1. s '$Limits': 


    1. Navigate to 'Accounts' --> 'Advanced User Maintenance' (UserMaintenance.aspx?mode=admin).
    2. Search for the required User.
    3. Select the 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' field to the required dollar amount.
    10. Click the 'Update' button to save changes.
    11. Repeat Steps a-j for other users on the account, including users who will have approval authority.


Info
titlePlease Note

Several of the Multi Person approval types require the use of Approval Groups (refer to the table above). Check out our Approval Groups article for information on how to configure these. 


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