Setting up requesters for order approval by user

  1. Select Users > Users.
  2. Click the name of the user, or create a new user. The user must be associated with only one customer.
  3. In the Order Approval Limit section, specify this information:
    Approval Limit
    Specify the maximum amount that the user can order without requiring approval. For example, if the user can place orders valued up to 100 in the customer's currency, specify 100 in this field. Any order that is over 100 requires approval.

    If all of the requester's orders must be approved, specify 0.

    If you specify a value in this field, you must also specify a value in the Order Approvers field.

    If none of the user's orders require approval, leave this field and the Order Approvers field blank.

    Order Approvers
    Click the browse button to open the Order Approvers dialog. Use this dialog to select the individuals who can approve the user's orders. You can select more than one approver. Click the Add button, and then click the arrow to select an individual from the list. Ensure that you select an individual who is associated with the same customer as the requester. The list includes users who are assigned to a role with the Order Approval feature element. If you select an Order Approver, you must specify a value in the Approval Limit field.
  4. In the User Roles section, ensure that the user is assigned to a role where the Send Mail On Order feature element is selected.
  5. Click Save.