TABLE OF CONTENTS
A Tolerance Limit (TL) 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.
TL works based on the document’s Total. Whether it is Gross Total or Net Total will depend on your settings.
In order to change the Total settings, follow Basic Settings → Misc → Total in the Document’s List.
How to Set Up
Limits work only for increasing the total of the document. You can reduce the total to more than the set limit, and the re-approval will not be triggered.
To set up Tolerance Limits, you need to follow these steps:
1. Open the Configuration page → Basic Settings → Approval tab.
The Tolerance Limits setting allows you to set limits for changes in the document amount that will not trigger the re-approval.
2. Add the Tolerance Limit:
- Press the Add Tolerance Limit button.
- Choose a Condition. The following conditions are available: Any, Less or equal, From, and From to.
- Enter the Tolerance Limit % (variation that allows you to set the amount for not triggering the re-approval).
- Press the Checkmark and Save buttons.
These settings will be applied to all document types that are turned on in your company.
You can add multiple conditions by pressing the Add Tolerance Limit button.
How to Edit or Delete the TL
You can Edit the existing TL in the Basic Settings → Approval tab by clicking the pencil icon next to the settings. You can change both the Condition and the Tolerance Limit %.
To Delete the previously created TL press the corresponding icon next to the settings. And press Save.
How It Works in Documents
Example with Condition From:
The Condition From lets you set the threshold for the document total. So by selecting From 3000, we would apply the TL to those documents whose total in which are greater than 3000. If the total in the document equals 2999, the TL will not be applied.
Setting the percent of TL lets us control the variation of what amount the re-approval will be triggered. The Tolerance Limit % is calculated from the document Total Sum. If my document has a 3000 Total, setting it for 2% will allow a maximum increase in the total of up to 60 (2% from 3000 = 60).
So, if your users increase the total price from 1 to 59, the document will not be sent for re-approval. On the other hand, if they increase the total starting from 60 and any higher value, the re-approval will be triggered, and the document will undergo your set workflow.
Example with Condition From to:
The Condition From to lets you set the threshold for the document total setting the minimal and maximal amount where the approval may get triggered again. By selecting From 3000 To 6000, we would apply the TL to those documents whose total is greater than 3000 and less than 6000. If the total in the document equals 2999 or 6001, the TL will not be applied.
Setting the percent of TL lets us control the variation of what amount the re-approval will be triggered. The Tolerance Limit % is calculated from the document Total Sum. If my document’s total is 5000, then setting the TL for 2% will allow a maximum increase in the total of up to 100 (2% from 5000 = 100).
So, if your users increase the total price from 1 to 99, the document will not be sent for re-approval. On the other hand, if they increase the total starting from 100 or higher, the re-approval will be triggered, and the document will undergo your set workflow.
Example with Condition Any:
The Condition Any sets the threshold for any documents' total sum without minimum or maximum sums. Your set TL will be applied to all documents, regardless of the total.
Setting the percent of TL lets us control the variation of what amount the re-approval will be triggered. The Tolerance Limit % is calculated from the document Total Sum. If my document’s total is 8000, then setting the TL for 2% will allow a maximum increase in the total of up to 160 (2% from 8000 = 160).
So, if your users increase the total price from 1 to 159, the document will not be sent for re-approval. On the other hand, if they increase the total starting from 160 or higher, the re-approval will be triggered, and the document will undergo your set workflow.
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 number 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.