Managing finance approval limits in the Online Purchasing System

Tags how-to WADS

Objective

Edit and manage finance approval limits within the Online Purchasing System (OPS).

Environment

Latest versions of the following web browsers:

  • Chrome
  • Internet Explorer
  • Safari
  • Firefox

Procedure

Set Finance Limits

  1. Go to the OPS Finance Page.
  2. If this is a new department, you will want to go to the department setting and ensure Finance Limits is set to Yes.
  3. Ensure role access has been set to Fin_Staff (please follow the Online Purchasing Systems Manage User Access for Admin, Finance Team and Purchaser document).
  4. At the very top, select the desired department and then select Finance Settings button.
  5. Select the desired department.
  6. Select Manage finance limits.
  7. Click on the Finance’s Name you would like to edit.
  8. In the box next to "Limit for uniqname before approval is required:" type the amount the PI wants to waive.
  9. For "Waive approval for expedited shipping,"it is recommend to keep the default setting of No. If the PI would like to waive approval, click on the down arrow and select Yes.
  10. Click Save Changes.

Edit Finance Limits

  1. Go to the OPS Finance Page.
  2. Ensure role access has been set to Fin_Staff (please follow the Online Purchasing Systems Manage User Access for Admin, Finance Team and Purchaser document).
  3. At the very top, select the Finance Settings button.
  4. Select the desired department.
  5. Select Manage finance limits.
  6. Click on the Finance’s Name you would like to edit.
  7. In the box next to "Limit for uniqname before approval is required:" type the amount the PI wants to waive.
  8. For "Waive approval for expedited shipping," it is recommend to keep the default setting of No. If the PI would like to waive approval, click on the down arrow and select Yes.
  9. Click Save Changes.

Delete Finance Limits

 Note
Please run MRS report and ensure there are no shortcodes assigned to Finance Staff member prior to deleting finance person from OPS.
  1. Remove role access in Online Purchasing Systems Manage User Access for Admin, Finance Team and Purchaser document.

Details

Article ID: 1662
Created
Wed 5/27/20 9:54 AM
Modified
Fri 10/9/20 9:51 AM