Basic> Setup> Limit types
Use this form to create a limit type. A limit type is a spending limit or approval limit associated with a specific document type. For example, you can create an approval limit for purchase requisitions, or a spending limit for expense reports.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
Use this tab to enter details about the limit type. |
General |
Use this tab to display details about the selected limit type. |
Fields
Field |
Description |
---|---|
Limit ID |
Enter an identification code for the limit. For example, if you are creating an approval limit for purchase requisitions, you may want the limit ID to be PurchApprovalLimit. |
Limit type |
Select Approval limitor Spending limit. |
Document type |
Select the type of document that this limit type applies to. |
Description |
Enter a description of the limit, such as Purchase requisition approval limit. |