The Business Edge now has a way for clients to restrict their purchasing agents from sending purchase orders that exceed a certain value set by upper management. This new feature has two value limits that can be put in place so you may separate those purchasers that are allowed to make higher dollar value buys from those that should be on a lower limit. Each limit has a password associated to it so that you can differentiate the high dollar purchasers from the others. These limits and passwords can be set via the menu path below and will require access to both Utilities and the System Administrator System.
Utilities
System Administrator System
System Set Up
Miscellaneous Setup
Enter & Edit Entity Flags
P.O. Flags
As previously mentioned, The Business Edge supports two limit value amounts, however you can use only one level if you would like. First, set the P.O. Limit Value- Level 1 and set an alphanumeric password for the limit value. There is also an option for a P.O. Limit Notification Email address. If a Purchase Order is output to the vendor via email, fax or printed and the password is used to override the value limit the system will send a notification to the email addresses listed here. If you would like multiple people to receive notifications such as a purchasing manager and the general manager each email address must be separated by a semi-colon and entered below.
After you have set up your P.O. Limit Values users will see the screen below if a Purchase Order that is at or above the assigned tolerance is output. This screen appears only after clicking on output purchase order on the final screen of Enter & Edit Purchase Orders reason for exceeding the limit is optional, but the correct password is required and must be entered in order to proceed. If the correct password is not entered at this time the Purchase Order will not be sent and the user must cancel at the bottom of the screen in order to exit out of the Purchase Order without Emailing/Faxing or Printing.
If the correct password is entered the user can proceed to email, fax or print the Purchase Order and the users that were set to receive the notification email via the system flag will receive an email with the information below:
