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.
- Search for your company and create a new record (F5)
for the authorizer.
- Select the person from the List of Values in the Authorization ID column. The name, phone number, and user ID are automatically filled in.
- Select the authorizer role from the Authorization
Role list.
- 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.
- 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.
- 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.
- The Substitute Exist check box will be selected if
the authorizer is having any substitutes specified. This check box cannot be
modified.
- Optionally, select the Blocked for Use check box to block the
authorizer from further use.
- Save your changes (F12).