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Setting an Outgoing Purchase Order Request Threshold for an Individual

The Outgoing Purchase Order Request Threshold controls the maximum Purchase Order value an individual user can create. A user's individual threshold can override the Purchase Order limits configured within a project's Purchase Order Authorisation Matrix.

 Navigate to Personnel

  1. From the Navigation Panel, select Human Resources.
  2. Select Personnel.

Find the User

Search for and select the user whose Purchase Order Request threshold you want to add or update.

Set the Purchase Order Request Threshold

  1. Scroll to the Project Details section.
  2. Locate the Outgoing Purchase Order Allowance Threshold field.
  3. Enter the required threshold for the user.

How the Individual Threshold Works

The threshold set against an individual can override the Purchase Order limit configured within a project's authorisation matrix.

For example, if the project Purchase Order limit is £200,000 but the individual's threshold is set to £250,000, the user can create Purchase Orders up to £250,000, bypassing the project-level authorisers.

Note: Consider the impact on the project's existing Purchase Order authorisation process before setting an individual threshold above the project limit.

Save the Threshold

Once the required threshold has been entered, select Update and Close to save the changes.