The Limits tab allows you to set authorization and approval limits for each user. Typically, these limits are consistent with the user’s limits in your accounting system. While the NTE, Proposal and Invoice limits are commonly the same, they may vary to prevent a user from approving a work order, proposal or invoice that is above his or her limit.
Setting Limits
Here you can set the default currency for the user’s limits (e.g., USD, CAD, EUR) and the financial limit for each option. The currency for each option defaults to USD.
- NTE:If a user has permission to edit a work order and attempts to change the NTE amount to be greater than the limit you set here, an error will appear and the user will not be able to proceed until the NTE is adjusted accordingly.
- Proposal:If a user has permission to approve a proposal, he may not approve a proposal above the limit you set here. However, (s)he may change the status to On Hold or “Rejected.
Invoice: If a user has permission to view invoices, he may view an invoice that is above his limit. However, (s)he may not change the status at all (to Approved, On Hold or Rejected).
Note Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
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