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We have Purchase Order Authorisation Rules in place for the majority of our sites for various values.

 

One of our sites has a few suppliers that they create ‘running’ orders for, which are updated throughout the month, instead of creating 1-off orders on each occasion. Each time the running order is updated (via a change order), they may have to repeatedly authorise these orders depending on their value.

 

Is there a way to specifically exclude a few suppliers from purchase authorisation rules. When setting up purchase auth rules there is an option to apply a rule to a specific group of suppliers, but not to exclude.

 

Any suggestions would be appreciated.

 

Thanks,

Harley

We have Purchase Order Authorisation Rules in place for the majority of our sites for various values.

 

One of our sites has a few suppliers that they create ‘running’ orders for, which are updated throughout the month, instead of creating 1-off orders on each occasion. Each time the running order is updated (via a change order), they may have to repeatedly authorise these orders depending on their value.

 

Is there a way to specifically exclude a few suppliers from purchase authorisation rules. When setting up purchase auth rules there is an option to apply a rule to a specific group of suppliers, but not to exclude.

 

Any suggestions would be appreciated.

 

Thanks,

Harley

Not that I know of. Maybe you could create a custom menu (would require manual intervention periodically though) or a scheduled migration job that automatically adds all the suppliers that auth should apply for to the Suppliers tab on the authorization rule. That could be based on a custom field on the supplier e.g. “blanket PO supplier” or “exclude from auth’, or some other rule that makes sense to you. 

We do this for one of our suppliers.  Create an authorization rule with a priority of 1 and on the supplier tab list all of the suppliers that you want to exclude.  The minimum value is 0 and the maximum value is blank.  Then create a routing template that does not contain any steps and assign this routing template to the authorization rule.

Phil

Further to pshields suggestion, you can try a combination with Approved Supplier List functionality as well.

We do this for one of our suppliers.  Create an authorization rule with a priority of 1 and on the supplier tab list all of the suppliers that you want to exclude.  The minimum value is 0 and the maximum value is blank.  Then create a routing template that does not contain any steps and assign this routing template to the authorization rule.

Phil

 

Hi Phil,

 

Thanks for the suggestion, this was exactly what we were after.

 

Kind Regards,

Harley

@Piyal Perera How do we used the Approved Supplier List Functionality. As mentioned the Auth Rule does not allow you to exclude a short list of suppliers. Whenever I create the Approved Supplier for a given purchase group it does nothing and always requires authorization.

@Piyal Perera How do we used the Approved Supplier List Functionality. As mentioned the Auth Rule does not allow you to exclude a short list of suppliers. Whenever I create the Approved Supplier for a given purchase group it does nothing and always requires authorization.

Enter your supplier in the ASL and approve the record. Then no need to do any Authorization for that particular sullpier. 

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