Maintaining budgets and spending limits
Depending on system setup, registered B2B users may be able to maintain
budgets, spending limits, shopping accounts, and approvals for online order
entry users in the organization. If you are a corporate group user, you may be
able to maintain these functions for order entry users of any customer in your
group, as necessary.
Contact your website administrator to be set up for maintaining budgets
and spending limits. After setup is complete, you will have an Approvals
section in the online store. In this section, you can click
to access pages for
setting budget and spending defaults, creating and maintaining approval and
shopper accounts, and creating budgets.
As a maintainer of budgets and order spending limits, you can set up
users from your organization to fulfill these roles:
- Approver: Approvers can
place online orders and are also responsible for approving other users' orders
that are subject to budget or spending limits.
- Requester: Requesters can
place online orders but do not have responsibility for approving other users'
orders. Requesters' orders are subject to approval. Requesters must take action
on orders approved and declined by their assigned approver.
A user cannot be both an approver and requester.
Review these topics for more information: