Field Definitions: HQ User Spending Override Form
Use this field to select the user that you want to enter a spending limit and threshold on. Press F4 to select a user from a list - only users associated with the selected role will display in the list.
Users are created and maintained using the VA User Profile form.
Use this field to select the document type that you want to set the spending limit on. Currently only PO - Purchase Order is available.
Use this field to select the PO item type that the spending limit and threshold applies to - for example select Job if the spending limit applies to any PO item that is associated with a PM/JC job.
You can also select All if the spending limit should apply to all PO item types.
A line type is assigned to PO items using the Item Type field in the lower portion of the PO Pending Purchase Orders form. If the PO item is created using the PM Purchase Orders form, it is automatically assigned a Job item type.
Enter the spending limit that applies to the selected PO/PO item type - for example the user can enter $5000 job type PO items before a workflow will apply.
Use this field to allow the user to go over the limit a certain percentage.
For example if the spending limit is $50,000 and the threshold is 2.00%, the user will be able to spend $51,000. This means that if a PO item was written for $48,000 but taxes, freight, and additional charges pushed the total cost to $50,500, the PO item would not be included in a review/approval process.