Purchase Order Limits

Each iCFM User needs to be given a Purchase Order Limit in order to Authorise a PO. This can be done within the User's Profile, and the limit will determine the maximum amount that the User can Authorise a Purchase Order for. Without a Purchase Order Limit, a User will not be able to authorise a PO at all.

To set the Purchase Order Limit for a User:

1. Go to Admin Options > User Information
2. Enter criteria (optional) and click Search
3. Open the User you'd like to edit by selecting the User ID
4. Enter a PO limit in your base currency, or enter 0 to default to the Department PO Limit
5. (If the User has no upper limit then you still need to enter a limit - we recommend entering 999999)
6. Click Save

The User will now be able to authorise Purchase Orders up to their limit.  However, when a User tries to authorise a Purchase Order for an amount higher than their limit, an email will be sent to the Department Contact(s) asking for the PO to be reviewed and authorised. The PO Status will be set to Awaiting Authorisation.

Department Contact email addresses are configured in the Department Editor. You can enter multiple addresses or a group email address in the Department Contact Email field.