Enter Authorizer/ Authorizer Group Limits per Period
Explanation
This activity is used to add, remove or modify invoice authorization limits.
Prerequisites
In order to perform this activity, invoice posting authorizers/authorizer
groups should exist in the system.
System Effects
As a result of this activity, the invoice amounts
authorized by individual authorizers and authorizer groups will be checked
against the maximum amounts defined for them. The amount authorized by the
authorizer/authorizer group is added to the accumulated amount for the period to
which the authorization date belongs. Note that the maximum amounts entered in
this window are overruled by that entered in
Authorization Combination
Rules, and
Invoice Posting Authorizers windows
Window
Invoice Posting
Authorizers
Invoice
Posting Authorizer Groups
Related Window Descriptions
Authorizer Limits per Period
Authorizer Group Limits per Period
Procedure
To
enter limits per authorizer:
- Open the
Invoice Posting Authorizers window and search for the authorizer ID
for which you want to enter a limit.
- Select the record, right-click and then click Authorizer Limits per
Period to open the
Authorizer Limits per
Period window.
- Create a new record in the table.
- Enter the maximum amount allowed for the authorizer in Max
Amount in Acc Curr field.
- Enter the period for which the amount is valid by entering the relevant dates in
Valid From and Valid Until fields.
- Save the information.
To enter limits per
authorizer group:
- Open the
Invoice Posting
Authorizer Group window and search for the authorizer group ID for
which you want to enter a limit.
- Right-click in the header of the window and then click
Authorizer Group Limits per Period to open the
Authorization Group
Limits per Period window.
- Create a new record in the table.
- Enter the maximum amount allowed for the authorizer
group in Max
Amount in Acc Curr field.
- Enter the period for which the amount is valid by entering the relevant dates in
Valid From and Valid Until fields.
- Save the information.