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Setup Questions for Purchase Orders User Policies

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Confirm that all users have been set up. Prior to setting up user policies, users must be established in System—Security—Users. Display the Users page to access the System Help file and get more information.  
2. Print this topic—one for each user you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
3. Confirm that you have read the setup details on the topic.
4. Answer each of the questions on this page for each user you want to set up.
5. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
6. Send a copy of your completed questionnaire to AMSI Support.
7. Use your answers to set up each user.

User ID

For what user ID am I setting policies?

Enter a user ID: __________________________

Questions for Purchase Order User Policies

Spending Limit

What purchase order spending limit do I want to set for this user?

Enter an amount: $________________________

Authorized by

Who should authorize the purchase order when this user goes over the spending limit?

Enter a user ID: __________________________

Over budget $

How much can this user go over budget when entering a purchase order?

Enter an amount: $________________________

or

Enter a percentage: _______________________

Authorized by

Who should authorize the purchase order when this user goes over budget?

Enter a user ID: __________________________

Back-date / Allow user to back-date purchase orders

Do I want this user to be able to back date purchase orders?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Expense Codes / Allow user to change Expense Codes from POs

Do I want to allow this user to change the expense codes on invoices that are created from a purchase order?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of checked.

—If no, remove the check mark.

Email

What is the email address of the user who should receive a copy of over spending or budget limit emails?

Enter an email address: ___________________

CC Email

What is the user identification of the user who should receive a copy of over spending or budget limit emails?

Enter a user ID: __________________________

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Purchase Order Effect of User Policies