How do the SRM-EBP Approval and Spend Limits work

[Dart, Jocelyn]

Jerry,
It's the usual ... more options than you can poke a stick at.
 
Basically its an either/or choice depending on what best suits your organisation.
That is:
 
Either: Use the organisational hierarchy to set spending/approval limits (which lets you set it at organisational unit level, inherit to or override at lower org units/positions) if your spending/approval limits are aligned to your reporting structure.
 
Or: Use security roles to set spending/approval limits (with the option of overriding the values in the user master) if your spending/approval limits are aligned to user authorizations.
 
It doesn't usually make business sense to use both approaches in the one system.
 
It is explained in the SAP library help doco for SRM - have a look at the help.sap.com site under Cross Industry Solutions if you can't find a copy locally.
 
Spending limit - what you can spend in your own shopping carts without requiring approval
Approval limit - up to what limit you can approve when other shopping carts are sent to you for approval (used to decide if we need other people involved in the approval scenario or not).
 
Hope that helps.
Jocelyn
 
 
-----Original Message-----
From: SAP Workflow [mailto:Owner-SAP-WUG at MITVMA.MIT.EDU] On Behalf Of Martinek, Jerry
Sent: Friday,9 April 2004 4:51 AM
To: SAP-WUG at MITVMA.MIT.EDU
Subject: How do the SRM-EBP Approval and Spend Limits work
 
 
Hi,
 
I'm trying to get an understanding on how the approvers spending/approval
limits processing works withing the EBP 4.0 approval process.
 
I know that you can specify the approval limit amount at the Organizational;
Position and User levels. If that is the case, what would you specify in an
approver  'ROLE' that is assigned to a Position held by an approver? How
does this work?
 
How does this resolve in the EBP system? Can someone provide an explanation
on how this works; link to some understandable documentation or the code
that implements this functionality?
 
Also, when you set the Organization or Position 'Approved for value limit'
Attribute as well as the 'Approval Limit' in the Extended Attributes PO
Value limits, what does this mean?
 
 
Regards,
Jerry Martinek