Purchase Order - Spending Limits

[EricHoneycutt]

I'm looking for information on how to restrict my buyers to certain purchasing limits. I've seen the Purchase Limit field in the Maintain Users screen, but all of our Buyers are currently set to 0.00 and are able to enter POs for any amount.

Any advice on the proper way to implement a better approval process?

 

[dgillz]

What edition, ES or Progression? What version?

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[EricHoneycutt]

Those would probably be good things to add. We are currently running Macola ES ver. 9.5.0.355 using a SQL 2000 server, including a synergy implementation.

 

[NEmacGuy]

I believe no known native functionality. As far as approval you can set a password on the "R" release flag on PO's and allow those without the password to enter unreleased PO's (requisitions). I suppose someone could then run a report to check where the buyer was compared to their budget, and then release the PO's for them. Also could be a good area to use flex or the event manager.

 

[dgillz]

Eric,

When you say "maintain users", what menu option exactly are you talking about? There is no maintain users in Macola ES. There is a resources screen, but I cannot find a purchase limit there.

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[EricHoneycutt]

I go to System / HR_Security / Resources and open a resource from the list. Then once the resource is open, I click the Rights tab at the top. On this screen, there is a field labeled Purchase Limit, and check boxes under a heading Authorization, one of which being Purchase Orders. I had originally assumed that this was what I was going to need, but it doesn't seem to have any effect at all.