Use the Approval Limits window to define approval limits for:

• Adjustments: When you enter an adjustment that is outside your approval limit range, Receivables assigns the adjustment a status of Pending until someone with the appropriate approval limits either approves or rejects it.

  Receivables uses approval limits that have a document type of Adjustment when you create an adjustment in the Adjustments, Submit AutoAdjustments, and Approve Adjustments windows.

  Define Adjustment approval limits by currency and amount.

  To review your adjustments and adjustment statuses, see the: Adjustment Register.

• Credit Memo Requests: The Credit Memo Request Approval Workflow uses approval limits that have a document type of Credit Memo when forwarding credit memo requests from iReceivables. The workflow sends a notification to an approver if the request is within the approval limit range for the currency and reason code specified.

  Define Credit Memo approval limits by reason type, currency, and amount.

• Credit Memo Refunds: When you attempt to electronically refund an on-account credit memo, Receivables uses approval limits that have a document type of Credit Memo Refund.

  Define Credit Memo Refund approval limits by currency and amount.

• Receipt Write-Offs: When you write off an unapplied receipt amount or an underpayment on a receipt, Receivables uses approval limits that have a document type of Receipt Write-off. You cannot write off a receipt amount that is outside your approval limit range.

  Define Receipt Write-off approval limits by currency and amount.

  The approval limits for write-offs are separate from, but cannot exceed, the system level write-off amounts that you define in the System Options window.

You must specify both lower and upper approval limits for each approver.

Prerequisites

• Users Window

• Define currencies

To define approval limits:

1. Navigate to the Approval Limits window.

2. Enter the Username of the person for whom you are defining approval limits, or select from the list of values. You define valid user names and descriptions in the Users window. For more information, refer to Oracle E-Business Suite Security Guide.

3. Select a Document Type of either Adjustment, Credit Memo, Credit Memo Refund, or Receipt Write-off.

4. If the Document Type is Credit Memo, enter a Reason code for this approval limit. An approver can only approve credit memo requests with the same reason code. You can define additional reason codes in the Receivables Lookups window.

5. Enter a Currency code. You can define multiple user approval limits for each currency defined in your system.

6. Enter a minimum approval amount in this currency for this user. You can enter either a positive or negative amount, but the From Amount must be less than or equal to the To Amount.

7. Enter a maximum approval amount in this currency for this user. You can enter either a positive or negative amount, but the To Amount must be equal to or greater than the From Amount.

   Note: Credit memo approval ranges cannot overlap for limits with the same reason type and currency. For example, the approval range for primary approver JSMITH is from -200 USD to -100 USD and the reason code is Free Product. Therefore, you cannot define a credit memo approval range for primary approver AJONES from -250 USD to -150 USD and specify the same reason code.

8. If you specified a Document Type of Credit Memo, indicate whether this approver is the primary approver for this range by checking the Primary box.

9. To enter a Description of this approval limit, open the More tabbed region.