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

System Effects

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:

  1. Populate or query for the appropriate requisition.
  2. If there are any requisition lines for which no supplier has been specified, enter the appropriate supplier for these lines.
  3. 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.
  4. Select Authorize/Acknowledge in the Operations menu.
  5. From the Purchase Requisition Line Authorization window:

    1. Populate or query for the appropriate requisition.
    2. Select the lines you want to authorize.
    3. Select Authorize/Acknowledge in the Operations menu.