You can manage the budgets for users and user groups. You have to create one or more cost centers for each web shop. You have to assign a budget to each cost center. Then, you can assign one or more users and user groups to each cost center. For the assigned users the prices of their orders are deducted from the budget. You can set a maximum price for an order for each user or user group. An approver has to accept or reject the order when the price exceeds the maximum price. Accept or reject only applies to the price of an entire order. An approver cannot accept or reject the prices of the separate jobs in an order.
NOTE
When the payment workflow is enabled, then the budget management workflow is disabled.
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW server. The uniFLOW server then manages the cost centers and the price approval workflow. See Setup the uniFLOW interface
The settings in this dialog are part of the procedure to configure the budget management workflow. For the complete procedure, see Configure the budget management workflow.
Click [User management] - [Users] - [Cost centers] - <web shop>.
Select a user.
The available cost centres for the user appear.
Click the checkbox to assign a cost center to the user.
You can assign multiple cost centres to the user. The cost centers are added to the [Assigned cost centers].
Click the view icon to view the configuration of the cost center. The icon appears when you hover the mouse pointer over a cost center.
Deselect the cost centers that you want to remove for the user in section [Available cost centers].
Or you can click the delete icon in section [Assigned cost centers]. The icon appears when you hover the mouse pointer over a cost center.
Click [Save].