Managing finance approval limits in the Online Purchasing System

Summary

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

NOTE: OPS is known as Procurement or OPS.

Directions

OPS v2

Set Finance Limits (New)

 Note
S/C Owners are assigned to shortcodes through MPathways.

1. Go to the Finance drop down
2. Select a department that is on OPS v2.
3. At the very top, select the Preferences item.
4. In the Select Finance Staff Member box, type the uniqname and click on the name from the list that displays.
5. In the Waive all orders below the following dollar amount box type the amount to waive.
6. Check the boxes that you also want to set 'Notify me even if approval has been waived' etc.
7. Click Save Settings.

Edit Finance Limits

1. Go to the Finance drop down
2. Select a department that is on OPS v2.
3. At the very top, select the Preferences item.
4. In the Select Finance Staff Member box, 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 Changes.

Delete Finance Limits

1. Go to the Finance drop down
2. Select a department that is on OPS v2.
3. At the very top, select the Preferences item.
4. In the Select Finance Staff Member box, type the uniqname and click on the name from the list that displays.
5. In the Waive all orders below the following dollar amount box type the 0.
6. Click Save Changes.