These settings are set for the selected contact.
- Spend limit per order – If the sales order total is greater than this amount, and Enable spend limit authorization is selected, then the order must be authorized. Set to -0.01 to send all orders for authorization.
- Authorizer – customer contact who must authorize orders using HorizonWeb.
- Authorizer email CC – email addresses of alternative authorizers. Separate each email address with a semi-colon (;).
- Budget clears on – select a date and time the budget expires.
- Current budget – how much the contact is allowed to spend in a period before orders are sent for authorization. Current spend – how much the contact has spent since the budget was set. If the contact's spend exceeds the budget, orders require authorization.
- Enable spend limit authorization – orders, above a specified value, are authorized by a contact's authorizer.
- Non-contract items require authorization – orders, which contain lines that are not covered by a contract, must be authorized.
- Authorize by department – when selected, every order must be authorized by the department authorizer (Authorized by).
Note: If you only want orders that exceed a department budget to be authorized, then this option should be cleared.
Click Confirm to save your changes.
These contact settings can be altered by a Web Admin user.
See Also
