Note: This is not available by default. If you would like this enabled please contact our support team.
Uptick allows administrators to set approval limits on Defect Quotes and Purchase Orders in 2 ways!
A Global Limit applies to everyone
Individual Limit applies to a specific user
The individual limit overrides the global limit. This can be useful when you want to set limits on technicians making defect quotes and purchase orders in the field.
Configuring authorisation limits
Note: Setting a limit of 0 is the same as if the field is blank, meaning that there is no limit set.
To access the configuration page for authorisation limits, go to People > Users > Authorisation limits.
Setting global limits
At the top of the page there are 2 fields you can set limits for:
Defect quote authorisation value
Default purchase order authorisation value
Input the desired limit in the appropriate fields and click Save.
Setting limits per user
In the table below the global settings, you can set limits per user. When set, these limits will apply to the specific user instead of the global limit. The fields you can set are:
Defect Quote Authorisation Amount
Default Purchase Order Authorisation Amount
You can scroll through the list or search for a specific user at the top of the table. Next to each user, double-click the appropriate field and put in the desired limit, then click Save Changes when done.
Note:
You can group the listing by service group by dragging the Service Group header to the top.
You can set limits for multiple users before clicking Save Changes.
Overriding limits for purchase orders
To allow a user to override the configured authorisation limits, you will need to have a security group with the following permission enabled: Can approve and submit any purchase order
If you have multiple security groups, please check to ensure that this is enabled on at least one of them to override the limit.
Frequently Asked Questions
What happens when technician creates a Defect Quote or Purchase order that exceeds authorised limit?
When a technician creates a Defect Quote or Purchase Order that exceeds the authorisation limit, they will be bounced back when tapping the submit button and a notification will inform them that the authorisation limit has been exceeded.
