Manage budgets

Optimizely Configured Commerce allows website administrators to enforce budget management for their users. Budget management provides the customer the option to manage buyer spending and enforce an approval once a predetermined budget amount has been reached. To enable Budget Management on your website, an ISC_Administrator needs to update the Budget Management Setting to ON.

Use the Configuring menu on the left side of the Settings screen, to set these as global or uniquely by website.

For reference, when the Budget Management Setting is set to ON, three additional fields are displayed:

After enabling Budget Management on your website, the Administrator is then responsible for managing the budget setup, maintenance, and review.

For general reference, the list below identifies the roles and abilities within the budget management process:

• ISC_Administrator

  • Enables the Budget Management functionality within the Admin Console

• Administrator:

  • Has full access to the My Account menu
  • Can order over budget
  • Can see invoices and orders for all users that administrator is assigned to
  • Acts as the default Approver if no Approver is assigned to a User

• Buyer3

  • Can order over budget without approval
  • Can see orders and invoices
  • Cannot access User Administration, Budget Management, or Requisition Approval

• Buyer2

  • Cannot be assigned as an Approver
  • Can order without approval if under budget
  • Can order over budget with approval
  • Can see orders
  • Cannot see invoices
  • Cannot access User Administration, Budget Management, or Requisition Approval

• Buyer1

  • Cannot be assigned as an Approver

  • All orders require approval

  • Can see orders

  • Cannot see invoices

  • Cannot access User Administration, Budget Management, or Requisition Approval