Siebel eSales Administration Guide > Administering Siebel eSales > About Setting Up Customer Accounts >

About Allowing Accounts and Contacts to Use Purchase Orders

Corporate customers can use purchase orders to buy from your Siebel eSales Web site. Web Corporate Users who want to make purchases may not have the authority to assign a purchase order number and approve the purchase for their company. Siebel eSales allows Web Corporate Users to complete the checkout process without providing a purchase order number. When this happens, the PO Status is set to Pending and the Order Status is set to Awaiting Approval. This happens even if the order amount is less than the Auto-Approval Limit set on the account. The order is then routed through the order approval process.

The Web Delegated Customer Administrator in the buying organization can set purchase order approval for particular users within the buying organization. The Web Purchasing Manager in the buying organization can review orders that are awaiting approval through the My Company's Orders screen. The Web Purchasing Manager can then provide a purchase order number and change the Order Status to Approved.

To allow Web Corporate Users to buy with purchase orders, the PO Approved flag must be set for both of the following:

• The account
• All contacts associated with the account who should be able to buy with a purchase order

There is no inheritance from an account to its contacts.

NOTE:  The Web Purchasing Manager must also be assigned a user type of Web Purchasing Manager and the Web Corporate User responsibility. For more information, see Setting Up Default Responsibilities and User Types for eSales.