Setting up order approval and order approval limit

Customers can submit orders for approval by setting up an order approval limit to a user who is the requestor.

Note: The application property Ordering.Order Approval Flow Mode must be set to user.

On the Business Center home page, select Users > Users.
To find a user, specify search keywords in the search form and then click Search.
Select a User Name.

Note: Requestor and approver should belong to the same customer. We recommend that both users have the same ordering feature elements enabled in the user roles.

In the User Details page, set up the Approval Limit and Order Approvers in the Order Approval Limit section.


Field Name	Description
Customer Name	Display name of the assigned main customer of a user.
Approval Limit	Specify one approval limit. Specify a monetary limit. If an order exceeds the specified limit, then the user must submit the order for approval. All orders are processed for approval when the approval limit is set to 0. Note: The approval limit value is formatted accordingly.
Order Approvers	Select the approvers who can approve or reject an order request. Note: The feature element Order Approver must be enabled and assigned to a user who is an approver. Only users belonging to the same customer group of the user are assigned as approver. Only one approval limit is supported, having one or more approvers.

Note: To go back to the normal checkout process, remove the assigned approvers in the Order Approvers column.

Click Save.

See the Infor Rhythm Services Administration Library (Cloud) and select Notification Service > Notification templates for more information on customizing the order approval notification email template to be used in order approval.