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.