Use this procedure to set up purchase requisition default values for employees, such as spending and approval limits, and site and warehouse information.

Note
You must create safe limit types for purchase requisitions before you define spending and approval limits. To create safe limit types, click Basic> Setup> Limit types.

1. Click Basic> Common Forms> Employee Details.

2. Select the employee to define default purchase requisition values for.

3. Click Setup> Limitsto specify the approval and spending limits for the employee.

4. In the Limitsform, press CTRL+N to create a new limit.

5. Select a safe limit type (approval or spending limit) in the Limit IDfield, and type the limit amount in the Limitfield.

   • Spending limit– Use spending limits in the purchase requisition workflow to specify what happens when the total amount of a purchase requisition exceeds the spending limit defined for the employee.

     For example, you can create a workflow condition that specifies that the purchase requisition will be automatically approved if the total purchase requisition amount is less than or equal to the employee's spending limit. If the amount exceeds the spending limit, the purchase requisition will be sent for manual approval.

   • Approval limit– Use approval limits in the purchase requisition workflow to specify that employees who approve purchase requisitions can approve only purchase requisitions that do not exceed their approval limits.

     You can use approval limits only if you use the hierarchy provider. For more information, see Hierarchy-based assignment.

6. Specify the date range when the safe limit is active in the Active dateand Expiry datefields.

7. Select the Activecheck box to activate the safe limit, and close the form.

8. In the Employeeform, click the Setuptab.

9. In the Attention informationfield, enter attention information, for example office location. This is added to the delivery address information on the purchase requisition header, and to the purchase order when the purchase requisition is approved and the purchase order is created.

10. If multisite functionality is activated, select a site in the Default sitefield. The selected site is added to the purchase requisition by default.

11. In the Default warehousefield, select a warehouse. The selected warehouse is added to the purchase requisition by default.

    If multisite functionality is activated, the combination of the selected site and warehouse is validated.

12. Repeat these steps for each employee who will be creating or working with purchase requisitions.