Tolerance Limits is a setting that helps you set the conditions under which a re-approval will not be triggered after a document revision.
Tolerance Limits are set for all document types and can have several conditions.
With this feature, you can limit or remove the approvals when a revision has been made.
To set up Tolerance Limits, you need to follow these steps:
Here you can find the Tolerance Limits setting — it allows you to set limits for changes in the document amount that will not trigger the re-approval.
2. Add the Tolerance Limit:
- Click the Add Tolerance Limit button
- Here you need to choose a condition. The following conditions are available: Less or equal, From, and From to;
- Then enter the document amount;
- Set up the Tolerance Rate;
- These settings will be applied to all document types that are turned on in your company;
How it will work:
Let's look at examples:
- The main company currency is USD. According to the company processes, the first condition that we need is the following: if the amount of the document is less than or equal to 10000 USD, then changes in the amount, which do not exceed 5%, must not be re-approved.
If, after the document changes, the amount was 10500 USD or less - re-approval will not be triggered.
- Next, we need to create the rest of the conditions. Let's say that if the amount of the document is from 10,000 USD to 50,000 USD, changes of no more than 2% are allowed. To do this, we need to select the condition "From to" and specify the range of amounts and the corresponding percentage.
What changes Tolerance Limits include:
You can make the following changes that affect the amount of the document:
- Changes to the price of items
- Changes in the quantity of goods
- Changes in taxes (adding, editing, deleting)
- Changes in Exchange Rates
- Adding and removing items
If the amount of the document remains within limits with these changes - the re-approval will not be triggered after the revision confirmation.