Setting Up Authorizer—Basic Data and Requirements Exercises

Main Exercises

Purpose: The purpose of this exercise is to familiarize you with the functionality for creating an authorizer record.

Windows:
Procurement/Authorization/Purchase Authorization Basic Data/Authorizers

IFS Racing has employed a new person that will work as an authorizer and you are the person that should enter this in IFS Applications.

The authorizer for your user already exists in the database. To able to enter an authorizer, you need to select another user from the cross-reference table (click the link). Example: If your alias is racing driver ALAIN, you should enter a new record for JOAL.

Creating an Authorizer

  1. Search for your company and create a new record (F5) for the authorizer.
  2. Select the person from the List of Values in the Authorization ID column. The name, phone number, and user ID are automatically filled in.
  3. Select the authorizer role from the Authorization Role list.
  4. If the authorization role is Authorizer enter the maximum amount the authorizer is allowed to authorize for the purchase requisitions, purchase orders and for changed amount in purchase orders in the Max Amount for PR, Max Amount for PO respective Max Delta Amount for PO fields. The amount is unlimited if no value is indicated.
  5. In the Superior Authorizer field, enter the identity of the person who will act as the superior authorizer for the current authorizer, or select a value from List of Values. It is not mandatory to enter a value this field.
  6. Select the Notify User check box if an event message should be sent to the authorizer e.g. each time the requirement to authorize any purchase requisition or order is needed.
  7. The Substitute Exist check box will be selected if the authorizer is having any substitutes specified. This check box cannot be modified.
  8. Optionally, select the Blocked for Use check box to block the authorizer from further use.
  9. Save your changes (F12).