Setting Up Purchase Order Limits for BigChange Web Users

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This article provides a step-by-step guide on how to set up purchase order limits for web users on BigChange. This feature is crucial in managing financial controls within your organisation, ensuring that purchase orders created above a user's limit either can't be created or require manager approval.


Understanding Purchase Order Limits

Purchase order limits are financial controls set for each user in the BigChange system. These limits determine what happens if a purchase order is created above the user’s limit. The system can be set to either prevent the creation of the document or allow its creation but require manager approval.


Setting Up Purchase Order Limits

To set up purchase order limits, follow these steps:

  1. Navigate to [Top Menu] Profile (icon) → Admin setting and then side menu 'Web Users'.
  2. Find the user you wish to edit and click to open their pop-up.
  3. Click on the Financial tab.
  4. On either an existing series or a new one, you will find the options for if the purchase order is above their limit.



Managing Purchase Order Approval

If the option for manager approval is selected, purchase orders created above the limit will be saved but will not get synced to Sage. A warning will show on the document pop-up, stating that the purchase order requires manager approval. Users will not be able to download or email the purchase order until it has been approved.



Setting up purchase order limits for web users on BigChange is a straightforward process that can significantly enhance your financial control. By understanding and implementing these limits, you can ensure that all purchase orders align with your company's financial policies.