Enter Authorizer Assigning Rules

Explanation

This activity is used to specify assigning rules for authorizers. These rules will be used to designate individuals for authorization of specific postings, in a supplier invoice. The assigning rules can be based on the supplier, code parts, invoice recipient, or the invoice posting amount. The rules will not contain information about any individual authorizers, but will be connected to an authorization routing rule. According to the information specified in the routing rule, the invoice authorizers will be assigned to the supplier invoices.

There are three status values for authorizer assigning rules. When the rule is created and saved, it will have the Planned status. The rules will be in effect when the rule is set to the Active status. Authorizer rules that are no longer used will have the Obsolete status, and will not be used in the system. 

Assigning rules entered using this activity are overruled when the Inherit Authorizer(s) from Purchase check box is selected.

Prerequisites

In order to perform this activity, authorization routing rules should have been entered in the Authorization Routing Rules window.

System Effects

As a result of this activity, an authorization assigning rule will be created in the system, and will be ready to be released.

Window

Authorizer Assigning Rule

Related Window Descriptions

Authorizer Assigning Rule

Procedure

  1. Open the Authorizer Assigning Rule window.
  2. Create a new record.
  3. Enter an identity for the authorizer assigning rule in the Assigning Rule ID field.
  4. Specify a description for the assigning rule in the Description field.
  5. Specify the priority of the rule in the Priority field.
  6. The current status of the rule will be displayed in the State field.
  7. Click the General tab.
  8. In the Routing Rule ID field, select the routing rule to be connected to the authorizer assigning rule by using the  List of Values.
  9. Specify the maximum amount of the invoice that should be considered when applying the rule.
  10. Select the appropriate check boxes to apply the rule regardless of the supplier, invoice recipient, or code parts. According to the selection you make, the relevant tabs will not be available.
  11. Select Apply Last Step as Authorizer if you only want the last authorizer in the authorization routing rule to get the Authorizer role, the others will get the Acknowledger role. If this checkbox not is selected the authorizers will get the roles as entered in the authorization routing rule connected to the assigning rule.
  12. Select the Invoice Recipient as Acknowledger/Authorizer check box if you want to add the invoice recipient as an authorizer for the invoice. Note: when this is selected it will overrule the sequence defined in the Authorization Routing Rule.
  13. Select the Superior as Authorizer check box if you want to add the superior of the authorizer as an authorizer for the invoice.
  14. You can define notes for the rules by double-clicking on the Notes check box.
  15. On the Suppliers tab, you can enter the names of suppliers to specify that the rule should apply only to the invoices with supplier names specified on the tab.
  16. On the Invoice Recipients tab, you can enter the names of invoice recipients to specify that the rule should apply only to the invoices with invoice recipients specified on the tab.
  17. On the Code Parts tab, you can enter the code parts to specify that the rule should apply only to the invoices that include the code parts specified on the tab.
  18. Save the information.