Overview:
OPTO has a function that you can list Employees that can approve Purchase Orders under defined categories also setting Max Purchase Amounts per Employee per Category.

Setup Purchase Order Categories – Open the PURCHASING tab and click on the Data Set drop-down and select Purchase Order Categories

Enter a code for the category and a description and save.

Open the required category and add the authorised employee and the maximum purchase amounts and save. There are no other settings required.

Create purchase order, add the appropiate category and save, messages will pop up saying the purchase order has to be approved.

Open the purchase order to approve, enter the internal employee password. A message pops up to alert the user that they have exceeded their maximum purchase amount.

Opto Software Pty Ltd
Created: 19/09/25