Is it possible to limit maximum order value without an approval? Any orders that exceed the value would be subject to second line approval?
Thank you in advance.
How can FnB Live user manage Maximum Order Value on a user level?
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Hello {@0053z000008yT2sAAE} and thanks for the question.
There is functionality that can be set against each supplier in Enterprise Manager that allows maximum order amounts per order to be added. This can be added and will warn users if they're going above the maximum amount. To block users from send the orders, there is a permission called 'Block Orders Above Maximum Amount' against the supplier that can be enabled.
There is a simple authorisation workflow that can be enabled by using permissions on the security templates for the users.
- For those users who cannot approve orders above the set amount the permission 'Notify When Order Is Above Maximum' should be enabled in their security access. This will display a notify button when the user is at the approve order stage.
- For those users who can override the maximum amount, the permission 'Override Maximum Orders' should be enabled in their security access and their email address must be included in their user profile to receive notifications. This user will be able to approve the order if it's above the maximum.
Thanks kindly,
Carol
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