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).
Important Notes about Working with Limits
- If a user is redirected to the dashboard, the NTE in the dashboard template (for the problem code) will be used, regardless of the user’s limit. However, if a user attempts to edit an NTE in the dashboard that is above his/her limit, they will not be able to proceed.
- If a user is part of a multi-level invoice hierarchy, the MLI setup (limits) override the limits in the Admin module. MLI setup is done through your Account Executive.
- User limits default to 0.00. This means a user cannot modify the NTE of work orders, approve invoices, and/or approve proposals.
- Limits should be set for Dashboard users even if they have no access to edit/approve.