1. Unlock Function

1. Unlock Function

1. Unlock Function

1. Unlock Function

1. Unlock Function

1. Unlock Function

2. Turn on Purchase Control in Purchase Orders Options (a0)

2. Turn on Purchase Control in Purchase Orders Options (a0)

2. Turn on Purchase Control in Purchase Orders Options (a0)

2. Turn on Purchase Control in Purchase Orders Options (a0)

2. Turn on Purchase Control in Purchase Orders Options (a0)

2. Turn on Purchase Control in Purchase Orders Options (a0)

3. Setup style of Purchase Control to be used

3. Setup style of Purchase Control to be used

3. Setup style of Purchase Control to be used

3. Setup style of Purchase Control to be used

3. Setup style of Purchase Control to be used

3. Setup style of Purchase Control to be used

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

4. Select the one method of Purchase Control that you wish to use; this will be the same for all Users. Then stay in that same column for the other options below:

Selective Users spend limits (a3)

Either

Selective Nominal Account budgets (a4)

Or

Selective Nominal Account budgets and selective User spend limits (a3 and a4)

Or

Force authorisation for all Purchase Orders (a5)

Or

Company wide Setup

Company wide Setup

Company wide Setup

Company wide Setup

Company wide Setup

Company wide Setup

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Nominal Account Budget basis, (select one for the entire company): (a4/1)

Control Nominal Account budget value, Year to Date only

Either

Either

Control Nominal Account budget value, Month to Date only

Or

Or

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Nominal Account zero Budget treatment settings, (select for each Account record - Info window)

Zero budget to be treated as 'no budget restrictions'

Either

Either

Zero budget to force authorisation on every order

Or

Or

All Users Budget basis: (a3/1)

All Users Budget basis: (a3/1)

All Users Budget basis: (a3/1)

All Users Budget basis: (a3/1)

All Users Budget basis: (a3/1)

All Users Budget basis: (a3/1)

*

Control all User's spend on a Month to Date basis

Either

Either

*

Control all User's spend on a Year to Date basis

Or

Or

Select actions to be taken if either Budget is exceeded:

Select actions to be taken if either Budget is exceeded:

Select actions to be taken if either Budget is exceeded:

Select actions to be taken if either Budget is exceeded:

Select actions to be taken if either Budget is exceeded:

Select actions to be taken if either Budget is exceeded:

Warn User, then Batch the Purchase Order, pending authorisation (a3/1)
Allow Purchase Order to print with a qualifying note added (a2)

Either

Either

Either

Either

Warn User then Batch the Purchase Order, pending authorisation (a3/1)
Do not allow Purchase Order to print (a2)

Or

Or

Or

Or

Warn user only, allow to continue as normal

Or

Or

Or

Setup for each User (select one for each User/Profile).

Setup for each User (select one for each User/Profile).

Setup for each User (select one for each User/Profile).

Setup for each User (select one for each User/Profile).

Setup for each User (select one for each User/Profile).

Setup for each User (select one for each User/Profile).

User Budget Control

User Budget Control

User Budget Control

User Budget Control

User Budget Control

User Budget Control

*

User spend limited on both a preset Order Value (b1) basis and/or Year to Date basis (b2)

Either

Either

*

User spend limited on both a preset Order Value (b1) basis and/or Month to Date basis (b2)

Or

Or

All Orders require authorisation, regardless of value or spend in either period (b4)

Or

Or

User Budget Authorisation Process - per User (select one for each User/Profile)

User Budget Authorisation Process - per User (select one for each User/Profile)

User Budget Authorisation Process - per User (select one for each User/Profile)

User Budget Authorisation Process - per User (select one for each User/Profile)

User Budget Authorisation Process - per User (select one for each User/Profile)

User Budget Authorisation Process - per User (select one for each User/Profile)

If any Order is over the User Budget, it will always be batched
(Note that the spend value is attributed to Order creator, not authoriser).

By Order Value - authorise any Order within own spending limit value

Either

Either

By Department - authorise any Order, regardless of value, that was created in own Dept (b3 and b5/1)

Or

Or

By Order Value and Department - authorise any Order created in own Department, provided it falls within own spend limit (b3 and b5/1/2)

Or

Or

Any Department - authorise any Order, any Department, any value (b3 and b6)

Or

Or

No authorisation permitted

Or

Or

Nominal Budget Authorisation

Nominal Budget Authorisation

Nominal Budget Authorisation

Nominal Budget Authorisation

Nominal Budget Authorisation

Nominal Budget Authorisation

Not permitted to authorise Orders (c1)

Either

Either

User can authorise Nominal Account Budget excesses, including their own Orders (c1 and c2)

Or

Or

User can authorise Nominal Account Budget excesses, excluding their own Orders (c1 and c2)

Or

Or