to display the Select User Tab,
and then select a user identification. This user receives copies of purchase
order approval emails. If you complete this field, do not complete the
previous field CC Email. Make the following menu selections to display this tab:
eFinancials (or ePO)—Setup—Global Setup—Policies—User Policies—PO tab
Use this tab to set up and manage purchase-order-related user policies. Purchasing must be enabled. Refer to Purchasing Concepts and Processes for additional information.
Fields
Enter a spending limit for the selected user.
If the field is blank, the user can enter a purchase order for up to $9,999,999,999.00. If you enter a zero in the field, the user is prevented from entering a purchase order.
Authorized by
This field is required if Spending Limit is set. Select a user name from the drop-down list. User IDs appearing on the drop-down list are established on the Users page when you make the following selections from the menu: System—Security—Users. Display the Users page to access the System Help file and get more information.
The user you select is authorized to approve any expenditure over the spending limit. If the user for whom you are setting the policy exceeds the spending limit, eFinancials completes the following actions:
Checks this field to see who is authorized to approve spending for this user.
Displays a request for approval on the approving user's Dashboard.
If you enabled email notification, the system also sends an email to this user. To enable email notification, select the option Enable Email on the global policies PO Tab.
Over budget $
Enter the amount by which the selected user can exceed the total budget amount. If you enter an amount, do not enter a percentage.
Over budget %
Enter the percentage by which the selected user can exceed the total budget amount. If you enter a percentage, do not enter an amount.
Authorized by
This field is required if Over budget $ or Over budget % is set. Select a user name from the drop-down list. User IDs appearing on the drop-down list are established on the Users page when you make the following selections from the menu: System—Security—Users. Display the Users page to access the System Help file and get more information.
The user you select is authorized to approve any expenditure over the budget amount or percentage. If the user for whom you are setting the policy exceeds the budget amount or percentage, eFinancials completes the following actions:
Checks this field to see who is authorized to approve over budget for this user.
Displays a request for approval on the approving user's Dashboard.
If you enabled email notification, the system also sends an email to this user. To enable email notification, select the option Enable Email on the global policies PO Tab.
Back-date / Allow user to back-date purchase orders
This option defaults as unchecked. Accept this default if you do not want the user to be able to backdate purchase order.
Click this option to insert a check mark if you want the user to be able to backdate purchase order.
Expense Codes / Allow user to change Expense Codes from POs
This option defaults as checked. Accept this default if you want the user to be able to change the expense codes on invoices that are created from a purchase order.
Click this option to remove the check mark if you do not want the user to be able to change expense codes.
CC Email
Complete this field only when you have selected the option Enable Email on the global policies PO Tab and the Authorize by fields on this tab.
Enter a valid email address for the user so that this user receives copies of purchase order approval emails. If you complete this field, do not complete the next field CC User.
CC User
Complete this field only when you have selected the option Enable Email on the global policies PO Tab and the Authorize by fields on this tab.
Click the button, select the
Lookup Button to display the Select User Tab,
and then select a user identification. This user receives copies of purchase
order approval emails. If you complete this field, do not complete the
previous field CC Email.
Buttons
Cancel
Select this button when you want to stop without saving changes.
Save
Select this button to save changes.
See Also
Effect of Purchase Order Policies
Purchasing Concepts and Processes
Setup Questions Purchase Orders
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