Step 1 Select Staff Who Can Set Dollar Limits

  Go to: File / Administration / Group Maintenance

  And select the group of people who will be able to set “limits for PO” and select option “Can set limits for purchase orders”

  This gives them access to the “Purchase Order Limits” window (accessed via the Limits button in the Browse Purchase Orders window).

  Input the “amend limits” and the “approval limits” and select “green tick”.

Step 2 Select Staff who can Create POs, Approve POs

  Go to: File / Administration / Group Maintenance
  And select the options to “Amend POs” and or “approve POs”

Step 3 Configure PO Notification

  Go to: File / Configuration / Notifications and select the{{ jobbag_help:purchase_orders:configure_po_approval_process_pict5.png?26 }} in the “Subscribe to Notifications” screen

  From the drop down list select “Notify House contact when the PO is approved” and select green tick

  Select green tick

  The “Subscribe to Notifications” window will now have ab additional notification: