Hi,
We’re trying to set up approval levels for purchasers within the system. So, like, general purchasers are authorized to go up to 5k, managers up to 10k, etc.
We’re having trouble figuring out a way to do it, so I thought I’d ask you find folks.
You’ll need to set up buyers.
The Epicor PO approval process is an “Everyone must approve.” structure. So for example if you have a buyer with a 5K limit and manager with a 10K limit and a director with unlimited approval when a PO is entered for 11K then the buyer, manager and director will each approve the PO.
As @aosemwengie1 said the manager and director also need to be setup as buyers and a 0.00 approval limit is actually the way you set unlimited approval.
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