Authorize Purchase Requisition
Explanation
The requisition line must be authorized before you can convert it to a purchase order. Note
that this is only required if there exists an applicable
purchase requisition authorization rule for any of the requisition lines. When
the purchase requisition is authorized, it receives
Authorized status.
Note that, when order code 5 (Express) is used, the purchase requisition line
is
automatically converted into a purchase order once it is fully
authorized. The express purchase
requisition is not addressed in this activity description.
Prerequisites
- A requisition header and at least one requisition line must have been entered and
released.
- A supplier must have been specified for each part line.
- A supplier and a price must have been specified for each no-number part line. Note that,
if an estimated price has been entered on the no-number part line, no supplier needs to be
specified.
- The authorizer must be connected to your user ID. Do this in the
Purchase Authorization
Basic Data/Authorizers tab.
- The entire purchase requisition must have been activated, i.e., the header must have
Released status.
- An applicable purchase requisition
authorization rule with Released status must exist.
System Effects
- The requisition is authorized and ready to continue in the workflow. The status is
updated from Released to Partially Authorized or Authorized.
- If the purchase requisition requires authorization of
more than one person, the status is changed to Partially Authorized when one, and
not all, authorizers has authorized the requisition.
- The same status changes are applicable to each line in
the requisition, and as soon as a line has been fully authorized, i.e., receives Authorized
status, you can convert it to a purchase order.
- If the Use Gross Amounts check box
is selected, authorization will be performed by comparing the gross amount of the
requisition line with the values entered in the Minimum and Maximum fields.
Window
Purchase Requisition,
Purchase
Requisition Line Authorization
Related Window Descriptions
Purchase Requisition
Purchase
Requisition/Authorization
Purchase Requisition Line Authorization
Procedure
From the Purchase Requisition window:
- Populate or query for the appropriate requisition.
- If there are any requisition lines for which no
supplier has been specified, enter the appropriate supplier for these lines.
- Select the
Authorization tab. In the
left-hand side of the
tab window, select the authorizer, authorization group, project role,
position, or requisitioner for which you are authorizing. In the
right-hand
side of the tab, you can view all
requisition lines this authorizer, authorization group, project role,
position, or requisitioner has to authorize. Alternatively on the right-hand
side of the tab you are able to select the specific lines that you wish to authorize.
- Select Authorize/Acknowledge in the Operations menu.
From the Purchase Requisition Line Authorization window:
- Populate or query for the appropriate requisition.
- Select the lines you want to authorize.
- Select Authorize/Acknowledge in the Operations menu.