Configure Out of Policy

The out-of-policy functionality under Availability in the Settings features of the Procure tab allow users to order items which are not typically available to them according to corporate policy. This functionality is designed to reduce the need for administrators to place orders on behalf of users.

Note: The following procedure is for Premium Mobile administrators. Before out-of-policy can be configured using the following procedure, Enable Out of Policy Ordering must be set in the Procurement Configuration section of the Client Settings menu.

To configure the catalog items you would like to make available to the requester as out-of-policy, perform the following steps:

1. From the Procure tab in your Tool Bar, click Settings.

2. In the Policies screen, click the Availability link.

3. In the Policies screen:

a. Scroll down to the Default Out of Policy Configuration section.

The Default Out of Policy Configuration applies when no other policies match.

b. Click the Edit link.

4. In the Available Catalog Items section of the Edit Availability Policy screen:

a. Click the Edit link to view your available catalog items.

b. If selected, un-check the Everything checkbox.

c. Select the catalog items you would like to make available to the requester as out-of-policy when no other out of policy configurations match.

d. Click the Save button.

 

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