Enter Authorization Routing Rules

Explanation

This activity is used to enter authorization routing rules, which will determine how the authorization of the posting should be routed and assigned to authorizers with different roles.

If the Use Consecutive Authorization authorization routing method is selected for the company in Enterprise/Company/Company, sequence numbers will be used to control the routing of the authorization. When entering several authorizers in an authorization routing rule, you should specify a priority order. This sequence is not considered when Use Parallel Authorization is selected. 

Prerequisites

In order to perform this activity, invoice posting authorizers must have been entered in the  Invoice Posting Authorizers window.

System Effects

As a result of this activity, an authorization routing rule will be created and can be connected to an authorizer assigning rule.  

Window

Authorization Routing Rules

Related Window Descriptions

Authorization Routing Rules

Procedure

1. Open the Authorization Routing Rules window.
2. Enter an identity for the routing rule in the Routing Rule Id field, and a description in the Description field.
3. In the table, create a new record.
4. Enter the priority number of the authorizer in the Sequence No field.
5. Select a value for the  Authorization Type field.
6. If Individual is selected as the authorization type, in the Authorizer ID field, enter the identity of the authorizer to be connected to the rule. If Group is selected as the authorizer type, enter the ID of the authorizer group to be connected to the rule in the Authorizer Group ID field.
7. Specify the role of the selected authorizer or authorizer group in the Authorization Role field.
8. Save the information.