Purchase Approvals

Purchase Approvals, also known as Order Approvals, are intended for the use of customers. It provides the ability to set spending limits on individual users and requires approval for all attempted orders, that exceeds their set spending limit. Any user with spending limits will need to be assigned an Order Approver with the same Customer Code. Multiple customer codes are NOT considered or compatible with Purchase Approval, the default customer code is the only one used.

The Purchase Approvals optional module is a feature that lets you set and enforce spending limits for users.  Here is how the system works:  

  1. Set a spending limit on a user (how much you want them to be able to spend within a certain period of time).
  2. Select Order Approvers from a list of users that share a Default Customer ID with the user that has the spending limit.  An Order Approver is someone that has the ability to approve the orders of a user with a spending limit.
  3. When the user places an order that puts them over their spending limit, they will be asked to select from the list of Order Approvers.
  4. The selected Order Approvers will receive a notification that there is a pending order that requires their approval.
  5. The Order Approver will either approve or reject the order.  If the order is approved, it will process normally.  If it's rejected the user will be notified of the reason why.
  6. The user can then make any changes the approver requested in their comments and place the order again, or cancel the order (if the order is canceled they will not be able to send it through again).

For detailed instructions on how to use the Purchase Approvals module, see our Purchase Approvals articles.

Contact Aldrich Web Solutions if you would like to implement this optional module.