Limits

Different employees in your organization may have more or less authority to issue discounts and refunds and to write off balances, depending on their roles and responsibilities. You can use this area to enforce limits on this authority on a per-employee basis.

1. From the Home screen, do one of the following:
   

   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click User Options > Field Defaults on the navigation panel.
3. Enter the employee code of the Employee to edit, or click the lookup button to open the Employee to Edit screen.
   
   Note: If you are not an Enterprise Admin, the employees to edit may be restricted to your own login or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.
   1. In the search bar, make a selection in the first dropdown menu:
      • Lookup Code
      • Name
      • Department
      • Job Title
   2. Make a selection in the second dropdown menu:
      • Equals: Enter the complete lookup code, name, department, or title.
      • Contains: Enter part of the lookup code, name, department, or title.
   3. Click Find.
   4. Click on the correct employee in the list, and then click Finish.
4. You can do the following from here:
   
   • Edit an Employee
     1. Select the Limit Type you want to modify and click the Edit button.
     2. Enter the Maximum amount or Maximum percent.
        
        Note: Maximum percent is available only for Discount limits.
     3. Click Finish to apply the limit, or Cancel to exit the screen without applying changes.
     4. Repeat these steps for additional Limit Types.
   • Copy Settings to Other Employees

     This action enables you to copy the selected limit to one or more additional employees, which can save time when particular groups of employees should have the same limits.

     1. Click Actions > Copy Settings to on the options bar or menubar.
     2. A list of Available employees displays.
     • Use the search bar options to filter the list if necessary. Click Find. Filtering the list can be helpful if you are copying the same limit to all employees with a particular Job Title or Department, for example.
     • Click a column heading to sort the list of employees by that criterion. Click the column heading again to sort in the reverse order.
     3. Highlight the employee(s) to whom you wish to copy settings and click the single down arrow button to move them to the Selected list. Hold the [Ctrl] or [Shift] key while clicking to make multiple selections. To move all employees in the Available list to the Selected list, click the double down arrow  button.
     4. Use the single and double up arrow   buttons to remove employees from the Selected list.
     5. Click Finish to copy the limit to the selected employees, or Cancel to exit the screen without copying the limit.