To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Please click to change the language to Tamil.
PREREQUISITES:
User Master: By ensuring that user details are up-to-date and precise, will facilitate the process of establishing and managing user-specific limits effectively.
1.1 ADD LIMIT AUTHORIZATION:
Step 1: Reach the Limit Authorization Screen
From the main side menu, click on "Management" then go to "Masters" and finally choose "Limit Authorization". This will open the Limit Authorization Search page.
Step 2: Adding a Limit Authorization
On the top right of the Limit Authorization Search page, you'll see an "Add Limit Authorization" button. Click this button.
Step 3: Fill in details
Upon clicking the Add Limit Authorization button, the Add screen will open. Complete the following information:
Range: [Number Field](Mandatory) Enter the price range within which the user is authorized to grant approvals..
User Lists: [Dropdown](Mandatory) Select the user who is authorized to approve within the specified price range.
Restrict to International: [Dropdown](Mandatory) Select the user who is authorized to approve within the same price range for international orders.
Step 4: Submit
Click the “Submit” button.
Upon submission of a Limit Authorization, the entry will be added and the screen will transition to the editing mode.
If you change your mind and don't want to add a Limit Authorization, click "Cancel" it takes you back to the Limit Authorization Search page.
Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
1.2 SEARCH LIMIT AUTHORIZATION:
Step 1: Start Searching
On the Limit Authorization Search page, you can search in different ways:
Range: Enter the range for which you want to search for.
User-List: Select the user for whom you want to search for.
Click the “Search” Button.
To retrieve all available records, simply click the "Search" button without entering any search data.
Step 2: See the Results
If you searched by Range and User you'll find the matching result with Range, UserList and Is domestic alone with an option to View/Edit [Refer 12.1.3.3]
1.3 EDIT LIMIT AUTHORIZATION:
Step 1: Find Limit Authorization
Step 2: Start Searching
Step 3: Edit Details
After searching, you'll see the Limit Authorization you want to edit.
Click "View/Edit" next to the Range to reach the Edit Limit Authorization page.
Step 4: Update Info
On the Edit Limit Authorization page, you'll see existing details.
Step 5: Edit Limit Authorization Page:
On the Edit Limit Authorization page, you'll find the existing details of the Limit Authorization you're editing.
Change details that you like to update in Limit Authorization .
Step 6: Submit/Cancel
Click the “Submit” Button
That's it! You've learned how to ADD, SEARCH, EDIT a Limit Authorization. using the DMeX app.