Use this activity to define the criteria when the connected authorization routing template will be valid for a purchase requisition line.
When you try to release a purchase requisition line, the system checks for any purchase requisition authorization rule that fulfills the requirement. The system selects the authorization rule with the highest priority implied, i.e., 1 indicates the highest priority. For a specific site, you cannot have two purchase requisition authorization rules with the same priority number with Planned and Released status, but as soon as one has been closed a new one with the same priority can be created. A closed rule can be set again to Planned status using the right-mouse button option Changed to Planned in the header.
To ensure that the authorization routing template will be applied by the system, you can indicate that the purchase requisition line must use a specific requisitioner, supplier, etc. If you want the rule to be applicable to all requisition lines regardless of the value for a criterion, select the corresponding check box in the General tab.
The approval rule can have one of three status: Planned, Released, and Closed. The status is managed from the right-mouse button menu. The approval rule must be in Released status for being used in the workflow.
You can also specify a minimum and a maximum amount in the authorization rule. The Use Gross Amounts check box can be used to indicate whether the values specified as minimum and maximum are inclusive of tax. If the amount of the purchase requisition line is within these values, the authorization rule will be used.
The Allow Changes after Authorization check box will be used to decide whether the total amount of the authorized or partially authorized purchase requisition can be modified or not. If the check box is clear, the user is not allowed to make any changes (ex: quantity, price, conversion factor, etc.) that affect the total amount of the purchase requisition line. Other changes are still allowed.
Authorization Routing Option determines how the system includes steps (authorization lines) and validate steps in the authorization routing template to the authorization routing on the purchase requisition line or purchase order.
Include Steps Based on Limits -
The system will only generate authorization steps until a step with enough
authorization limits to authorize the purchase order or requisition
line that has been reached
Include All Steps and Consider Limits
- The system will copy all the steps in the Authorization routing template and
validate the authorization limit of the last step while authorizing the purchase
order or purchase requisition
Include All Steps do not Consider
Limits - The system will copy all the steps in the Authorization
routing template without validating the authorization limit of the last step
while authorizating in the purchase order or purchase requisition
You can read more about purchase authorization and purchase requisition authorization rules in the document About Purchase Authorization.
Purchase Requisition Authorization Rule
Purchase Requisition Authorization Rule
Purchase Requisition Authorization
Rule/General
Purchase Requisition
Authorization Rule/Requisitioners
Purchase
Requisition Authorization Rule/Suppliers
Purchase
Requisition Authorization Rule/Purchase Groups
Purchase Requisition Authorization Rule/Pre
Postings
Purchase Requisition Authorization Rule/Project
Category 1
Purchase Requisition Authorization Rule/Project
Category 2
Purchase Requisition Authorization Rule/Projects
Purchase Requisition Authorization Rule/Buyers
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