Download PDF SetGlobalandLocationSpendingThresholdsinFlowPath.pdf
Set Global and Location Spending Thresholds in FlowPath
1. Navigate to https://app.getflowpath.com/work-orders
2. Click on your profile in the bottom left corner.
3. Click "Global Settings"
4. Click "Work Orders"
5. Click "Spending thresholds"
6. Click "Global spending thresholds" if you would like to set a global threshold that applies to all locations.
Tip: If you want to set up Spending thresholds based on specific locations you can skip ahead to Location Spending Thresholds
7. Click "Add spending threshold"
8. Add your upper spending limit
9. Click "Add threshold"
10. If you would like to add an approver, click "Add approver"
11. Select your approver from the drop down menu.
12. Click "Add approver" if you would like to add multiple layers of approval.
13. Click "Submit" to save.
14. Click on the X to leave this set up and start another.
15. Now you are back at the main menu and can add a spending threshold by location.
16. Click "Add location spending threshold"
17. Add your spending limits
18. Click "Create"
19. Click "Select Account" to set your location.
20. Next Select "All/Unselect All" if you want this to apply to all sub locations or select the individual locations within that Site
21. Click "Add approver" to add one or more layers of approvers.
22. Select your approver from the drop down menu.
23. Don't forget to click "Update" to save changes
24. Click the X once finished and you have successful set up spending thresholds.
25. You can click on Edit for either type of spending threshold to make changes.
