Configure release rules for orders
Proceed as follows to configure the release rules for orders:
- In the menu ribbon on the "Configuration" tab, select the command CONFIGURE RELEASE RULES FOR ORDERS in the menu of the "Ordering" icon.
- Define the desired functions in the formula editor that appears.
- Finally, select the "Save" button in the formula editor to close the formula editor and save the formula.
You can use the flexible MM-Talk formula language to define any number of complex release rules.
Beispiel
Market value of the order | Rule |
---|---|
Up to €50,000 | No further release required |
50.000 to 100,000 € | Approval by "User B" (e.g. the head of department) |
100.000 to 250,000 € | Release by "User C" (e.g. the store manager) |
250.000 to 750,000 € | Additional approval by a board member |
From € 750,000 | Release no longer possible |
Concrete numerical examples:
Market value of the order | Rule |
---|---|
Market value € 45,000 | "User A" releases order directly |
Market value € 65,000 | "User B" releases order |
Market value € 125,000 | "User C" releases order |
Market value € 375,0000 | "User C" and Management Board release order |
Market value € 1,000,000 | Automatic rejection of the order |
Please also read the section on this topic at Functions of the order book.
By assigning rights in the user administration, you determine who can configure the release process and who can then release orders based on this. Please also read the chapter User administration.