Managing PI or Manager's approval limits in the Online Purchasing System

Summary

Manage PI or Manager's approval limits in the Online Purchasing System (OPS).

Environment

Latest versions of the following browsers:

• Chrome
• Internet Explorer
• Safari
• Firefox

NOTE: OPS is known as Procurement or OPS.

Directions

OPS v2

Set S/C Owner Limits (New)

1. Go to the S/C OWNER drop down
2. Select a department that is on OPS v2.
3. At the very top, select the Preferences item.
4. In the box under Choose PI, type the uniqname and click on the name from the list that displays.
5. In the Waive all orders below this order total box type the amount the PI wants to waive.
6. Check the boxes that you also want to set ‘Waive orders even with expedited shipping?’, 'Notify me even if approval has been waived or assigned to a delegate?' etc.
7. Click Save Settings.

Edit S/C Owner (or Managers) Limits

1. Go to the S/C OWNER drop down
2. Select a department that is on OPS v2.
3. At the very top, select the Preferences item.
4. In the box under Choose PI, type the uniqname and click on the name from the list that displays.
5. Make any changes that you want to update
6. Click Save Settings.

Delete S/C Owner (or Managers) Limits

1. Go to the S/C OWNER drop down
2. Select a department that is on OPS v2.
3. At the very top, select the All Waive Rules item.
4. Click the uniqname next to the rule you want to delete.
5. In the Waive all orders below this order total box type the 0.