Scenario:
The Employee records do not display the purchase limit and purchase approval limit fields. However, the Purchase Request feature has been enabled in the account.
Solution:
The specified fields are not available in the Employee records because the ‘Approval Routing‘ feature in Enable feature is not checked.
When this feature is disabled, the transactions are routed only to the immediate supervisor. When we enable the feature, we can set supervisor approval limits for expense reports and purchase requests. These transactions are routed to supervisors depending on the approval limits we set for each.
On enabling the feature, the specified fields would be displayed in the Employee records:
- Expense Limit – In the Expense Limit field, enter the amount this employee can expense without approval from a supervisor or approver.
- Expense Approver – In the Expense Approver field, select the person that approves the employee’s expense reports. If no approver is selected, the employee’s supervisor approves expense reports. If an expense approver is selected, the supervisor is no longer part of the approval hierarchy.
- Expense Approval Limit – In the Expense Approval Limit field, enter the maximum amount this employee is allowed to approve on an expense report when specified as an approver for another employee. Expenses that exceed this amount must be approved by another supervisor or approver with a sufficient approval limit.
- Purchase Limit – In the Purchase Limit field, enter the amount this employee can purchase without approval from a supervisor or approver.
- Purchase Approver – In the Purchase Approver field, select the person that approves the employee’s purchase requests. If no approver is selected, the supervisor approves purchase requests. If a purchase approver is selected, the supervisor is no longer part of the approval hierarchy.
- Purchase Approval Limit – In the Purchase Approval Limit field, enter the maximum amount an employee is allowed to approve on a purchase request when specified as an approver for an employee.
