By default, the system does not apply limit checking. It can be activated by the system administrator in Admin, Configuration, Module Settings, select PURCHASE from the browse, go to Tab 5 (variations) and set the last field = 1.
User limits are zero. Prior to changing the default, design a tiered limit policy. Implementation can then proceed by setting a complying limit on the nominated users. This illustrated below.
Set each user's purchase limit.
The purchase order / requisition status is set at form display. Therefore, the Requisition check-box is selected, and disabled; it can only be removed once a requisition has been approved and a limit applied, albeit by the user raising the requisition.
Requisition - Select to change/apply a limit. If the active user has insufficient limit then nothing will happen.
Add lines as for a purchase order. Once complete, the active user can set the purchase limit if that user has sufficient authority. If not, refer to a user who holds such authority. Selecting Chg Limit enables entry of a purchase limit. If accepted and the active user is not the creator of the requisition an acknowledgement displays prior to saving the changes and returning to the purchase order browse. If the users are one in the same then the displayed form remains.
The limit and Auth. fields before release / approval.
A Requisition has a status of Y
The following illustrates an active user with insufficient authority
In this example, ADMIN has opened the requisition/order and set a discretionary limit.
The Limit and Auth. fields reflect the last change.
The new status reflects in the purchase order browse.
The 'Y' has is removed from the Req and the Limit and Auth. By fields have been updated.
Select the Email button and then select Send from the Email Window. Select Print from the pop-up to print only or PDF to email the requisition. Either way, a valid email address is required.
A requisition is Form 4, and will be preset as the users default.
The Requisition
Re-print a requisition, once released as a purchase order, by changing the form to either 1 or 2.