Authorize Transaction

Explanation

Use this activity to authorize transactions for external costs and expenses for a work order. In IFS Applications for Service Management you can also authorize fixed price transactions. The accounting status is blank when the transactions are reported but not authorized yet. When all the transactions are correct, they need to be authorized. It is possible to automatically authorize external costs and expenses by setting the AUTO_AUTH_SIGN_EXT and AUTO_AUTH_SIGN_EXP properties for the MaintenanceConfiguration object LU in the System LU Values/Object Property tab to TRUE.

When using the Single Page Report In Work Order window to authorize transactions, all unauthorized transactions will be authorized.

Prerequisites

Before the transaction is authorized, the following must have been completed:

• Information on the cost types External, Expenses, and/or Fixed Price must be displayed in the Postings tab. The Fixed Price cost type is only used in IFS Applications for Service Management.
• Information on the authorizer must have been entered in the Person window.
• The current work order must have been retrieved in the window.

System Effects

As a result of this activity, the Actual Costs column in the Budget tab is updated. The Booking Status field in the Postings tab displays Authorized. The Authorized Signature field shows the signature that was entered when the transaction was authorized. If the code part values in preposting have been changed, the code part values in the Postings tab will be updated with the new code part values.

Window

Report in Work Order
Report In Route
Single Page Report In Work Order

Related Window Descriptions

Report In Work Order
Report In Route
Single Page Report In Work Order

Procedure

Use the following procedure to authorize one or more transactions using the Report In Work Order or Report In Route window:

1. Open the Report In Work Order or Report In Route window.
2. Query for the work order (F3).
3. Click the Postings tab and select the row(s) with cost type External, Expenses, and/or Fixed Price.  
4. Select one of the following operations: Authorize Selected Rows or Authorize All Non-Authorized.

Use the following procedure to authorize all unauthorized transactions using the Single Page Report In Work Order window.

1. Open the Single Page Report In Work Order window.
2. Click Authorize.