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How to set or edit a purchaser's price edit variance limit
How to set or edit a purchaser's price edit variance limit
Updated over 9 months ago

Goal:

  • Restrict the amount that an item can be changed in value by a purchaser.

  • Limit the cost difference that can be adjusted by a purchaser.

  • Set how much a purchaser can edit when creating a purchase order.

  • If I don't want my purchasers to edit the PO value, what value needs to be set

What is a Purchase Price Variance Limit?

You can limit how much a Purchaser can increase/decrease the cost of items during procurement by setting a Purchase Price Variance Limit.

Examples:

  • Dollar Variance: if Pat has a variance limit of $50, they can only change the price of an item by up to $50 above the approved item price.

  • Percentage Variance: if Jenny has a variance limit of 10%, she only increase the price of an item by up to 10% of the approved item price.

How to set/edit price variance limits:

You must be a superuser or have permission to manage users to complete the following.

  1. Navigate to SettingsManage Users

  2. Select the applicable user.

  3. Click the Edit Information button on the right-hand side.

  4. Ensure that Limit Purchase Price Edit Variance is toggled On from the right-hand side.

  5. Select the drop-down to determine whether the variance will be logged as a currency value or a percentage value.

  6. Enter the variance limit.

  7. Select the blue Save Changes button.

Additional Information:

  • Manage User access within the Settings is required to complete the steps above.

  • Purchasing permission must be given to a user before you can assign Limit Purchase Price Edit Variance option from their user page.

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