Select Authorization Routing Template

Explanation

Use this activity when you want to manually select an authorization routing template and add it to a purchase order or to a purchase order change order.

This can be done before the purchase order authorization rules have been set up for a site. Once it has been setup you are able to select an authorization routing template to the purchase order or to the purchase order change order from the list of predefined authorization routing templates.

Note: The settings in the Purchase Authorization Basic Data/Authorization Settings tab will decide if it is enforced to authorize all purchase orders in the company and if all authorization steps in a manually selected authorization routing template should be copied to the purchase order or not.

Prerequisites

• Settings for purchase authorization must have been entered in Purchase Authorization Basic Data/Authorization Settings tab.
• Authorization routing templates must have been entered in Purchase Authorization Basic Data/Authorization Routing Templates tab.
   

System Effects

• The steps in the selected authorization routing template are copied to the Purchase Order/Authorization tab or the Purchase Order Change Order/Authorization tab.

Window

Purchase Order
Purchase Order Change Order

Related Window Descriptions

Purchase Order
Purchase Order Change Order
Select Authorization Routing Template

Procedure

1. Select the required purchase order or purchase order change order.
2. Select the Select Authorization Routing Template from the right mouse button menu. The Select Authorization Routing Template dialog box will open.
3. Select an appropriate authorization routing template and click Add.

Note: The system will validate whether the manually selected authorization routing template contains an authorization step with enough authorization limit to authorize the purchase order.