Defining EBP Spending and Approval Limits for shopping cart a ppro vals

[Dart, Jocelyn]

Hi Jerry,
Its more exciting than that.
You can actually define them in 3 places:
 
* In the relevant attributes in the org structure
* In the role
* In the user master
 
If you set limits at the user master, that overrides limits set at the role level.
 
It works like this.  Firstly work out what is going to be easier for maintenance.  Is the spending limit related to where you sit in the organisation - then use org structure.  Is it based on your authority as a manager/purchaser/whatever - then use the role.  Is it different for different people - then use the user master.
 
But you can use these in combination.
 
Some of the sites I have been at have taken the following approach:
* Set the limits at the role, i.e. your limits are based on the role you play within the organisation, manager, etc. You can of course create whatever roles you need, e.g. first level manager role, senior manager role, purchaser role, etc.
* If there are exceptions to the rule, override those limits at the user master level.
 
Read the doco for more info, but generally the role level seems to suit most customers best. E.g. in your case you would have a manager role, director role, Vp role, etc.
Regards,
Jocelyn
 
-----Original Message-----
From: SAP Workflow [mailto:Owner-SAP-WUG at MITVMA.MIT.EDU] On Behalf Of Martinek, Jerry
Sent: Wednesday,24 March 2004 11:23 AM
To: SAP-WUG at MITVMA.MIT.EDU
Subject: Defining EBP Spending and Approval Limits for shopping cart appro vals
 
 
Hi,
 
I have a question regarding the definition of 'spending' and 'approval'
limits in an EBP 4.0 system integrated to a R3 4.6C backend. We're doing a
new install and we're trying to figure out whether you define the limits at
the 'User' level or at the 'Role' level or both.
 
We need to define six dollar based approval levels: Manager approval limit
100K, Director approval limit 250K, VP approval limit 500K, Executive
approval limit 1000K, CFO approval limit 3000K and CEO approval limit 'full
amount'.
 
Does anyone have any recommendations and/or experiences with either option.
 
 
Regards,
Jerry Martinek