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
- Open the Authorizer Assigning Rule window.
- Create a new record.
- Enter an identity for the authorizer assigning rule in the Assigning
Rule ID field.
- Specify a description for the assigning rule in the Description
field.
- Specify the priority of the rule in the Priority field.
- The current status of the rule will be displayed in the State field.
- Click the
General tab.
- In the Routing Rule ID field, select the routing rule to be
connected to the authorizer assigning rule by using the List of Values.
- Specify the maximum amount of the invoice that should be considered when
applying the rule.
- 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.
- 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.
- 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.
- Select the Superior as Authorizer check box if you want to add the
superior of the authorizer as an authorizer for the invoice.
- You can define notes for the rules by double-clicking on the Notes
check box.
- 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.
- 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.
- 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.
- Save the information.