When accessing the progress invoices component, your authority limit will be checked before allowing a trade invoice to be approved.
You can set your authority limit in the admin portal, or have your manager update it for you.
How to set an authority limit
Open admin portal and find the user you'd like to set a limit for.
Use the field 'Authority Limit' to supply a numerical value.
Click 'Save'.
How does it work?
Each trade invoice can be updated with a status to indicate approval or payment. When a user accesses the trade invoices, the dollar amount of the invoice will be checked against the user's authority limit.
The status types of 'Approved' and 'Paid' will only be available to users when the trade invoice does not exceed their authority limit.
Below are some example scenarios:
#1 - User doesn’t have adequate authority
Joe Blogs has an authority limit of $5000 set against his profile.
Joe wants to approve a trade invoice for a purchase order with a sum of $10,000, so he opens the PO in Crunchwork, and adds a new row into the “Progress Invoices” section.
Upon adding the new row and clicking ‘Save’, the statuses available should be any available in the ‘Draft’ state.
#2 - User has adequate authority
Joe Blogs has an authority limit of $5000 set against his profile.
Joe wants to approve a trade invoice for a purchase order with a sum of $5000, so he opens the PO in Crunchwork and adds a new row into the “Progress Invoices” section.
Upon adding the new row and clicking ‘Save’, the statuses available should be any available in the ‘Draft’ and ‘Approved’ state.
Frequently Asked Questions
Q: I just added a new trade invoice within my authority limit, but I can't update it to an 'Approved' status.
A: Please save the purchase order and update the trade invoice to 'Pending Approval', then check the status again. There is always a two-step process required.