Purchase Order dollar limit per user

[Nina Tulic]

Hi Mike,

In my experience this is not typically how purchase order authorisation levels work. Following is how I have setup authorisation levels in other systems for clients.

Each user is set a PO limit for both stock and non-stock levels which could be different. However each user can create purchase orders to any value as to whether they can then print or email that purchase order or change the status of the purchase order is then controlled through the authority level.

As an example;

User 1 has an authorisation level of $0, which means that they can create purchase orders but they cannot print or email the purchase order. The status of the purchase order is set to awaiting approval.

User 2 has an authorisation level of $1,000 which means that they can create purchase orders up to the value of $1,000. They can print and email these purchase orders off they can also change the status of the purchase order to ‘Sent’ and they can approve any other purchase order raised to their approval level. They cannot approve any order above their limit.

And so on, as you can see anyone can raise a purchase order that has access to the form what they can then do with that purchase order is controlled through their limit. I would have thought that to build this level of functionality would be done through the workflows rather than a custom plugin. Workflow stages could look something like the following if invoice approval was not required;

- Awaiting approval
- Approved
- Sent
- Closed

Nina

[Mike.Sheen]

In my experience this is not typically how purchase order authorisation levels work.

Hi Nina,

I couldn't agree more - the plugin was written because we have a prospect wanting some Purchase Order authorisation limits, I didn't question the "spec" I was given and just wrote it - but thought if anyone wanted to see how to access Staff custom fields and show desktop alerts or cancel a PO save, then this might be of use.

But, as there is no harm in modifying the plugin to be a bit more useful to everyone, I'll implement your ideas and update the plugin.

Mike

[Nina Tulic]

Thanks Mike,

On your examples that are a great reference source so keep them coming!

Nina