Utilizing Request/Approval Limits by Category Code
Set Up Requisition Users - Amount Limits Tab
| Access this tab with Administrative user rights, using Security>Requisitions>Set Up Requisition Users. |
Use this tab to set up the default request and final approval amounts for each requisition user. These are the maximum amounts that a user can request/approve for the line items. You can also set up exceptions to the default amounts by entering request/approval amounts for specific category codes.
Keep in mind these amount limits are based on each requested item and/or category code—not on the entire requisition. All items within a specific category code are totaled together, and those line items cannot exceed the user's amount limits. All other items requested (not assigned to a category code) are totaled together, and those cannot exceed the user's amount limits.
Default Amount Limit Request Amount, Final Approval Amount: Enter the default request and final approval amounts to be used for all items, except for those category codes specified in the table. This is the maximum amount that a user is authorized to request/approve. (The Final Approval Amount box is only available for Approver user types.)
Category Code, Request Amount, Final Approval Amount: Select a category code from the drop-down list and enter the request and final approval amounts for the user. These are the maximum amounts that can be requested/approved for the category code, and the amounts entered here will override the Default Request/Final Approval Amounts. (The Final Approval Amount column is only available for Approver user types.)
This category code is only used with the Purchase Orders and Electronic Requisitions modules. It is not utilized by the category in the Fixed Assets module.
- Please note that the approver's amount limits only apply when granting final approval of a requisition. For example, Jennifer can approve an item that exceeds her approval limits; however, she cannot grant final approval on that item.
- If 0.00 is entered as the default request/final approval amount, that is the amount that will be used as the limit (so be sure to enter appropriate amounts if you will be using category codes).
- Currency fields follow the formatting of the organization's functional currency. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).