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How to get authorization required checked in a request order?

  • August 13, 2021
  • 6 replies
  • 244 views

Andryis
Sidekick (Partner)
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Hello! I need to test authorization in the P2p workflow. All request order I create pass through autorization. I notice that the authorization required is never checked. Could someone help me to get this “authorization request” checked? See an example attached. Thank you in advance.

Best answer by Lahiru Dissanayake

Hi @Andryis , 

If you need to get “Authorization Request” checked in Purchase orders header, as the first step, you may check whether you have a “Purchase authorization Rule” in released status for your site. 

  1. Go to “Purchase authorization Rule” window and search for your site (where you create Purchase Orders) and set the Authorization rule to “Release” if it is in “planned” status.
  2. Then purchase order should fetch the Authorization rule at the time of Releasing the PO (Or when doing Right click on Purchase orders > “Fetch Authorization Rule.” ) considering the parameters set in the Authorization rule. 
  3. If this not works, you may refer the help doc and mention by Malsha above and set a valid authorization rule. 

Hope this helps. 

This topic has been closed for replies.

6 replies

Malsha Amarasinghe
Hero (Employee)
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Hi,

For authorization functionality to be enabled, you need to set up a ‘Purchase order authorization rule’ first.

The following help document contains all details regarding setting up authorization.
http://docweb.corpnet.ifsworld.com/ifsdoc/Apps9/documentation/en/default.htm?openpage=http://docweb.corpnet.ifsworld.com/ifsdoc/Apps9/documentation/en/Purch/frmPurApprovalRule.htm

Hope this helps.


Andryis
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • August 13, 2021

Hi,

For authorization functionality to be enabled, you need to set up a ‘Purchase order authorization rule’ first.

The following help document contains all details regarding setting up authorization.
http://docweb.corpnet.ifsworld.com/ifsdoc/Apps9/documentation/en/default.htm?openpage=http://docweb.corpnet.ifsworld.com/ifsdoc/Apps9/documentation/en/Purch/frmPurApprovalRule.htm

Hope this helps.

I don’t have access to the link.


Malsha Amarasinghe
Hero (Employee)
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Hi,

In your application where help documents are setup, navigate to 'Purchase order authorization rule' window-->click on the 'Help' option-->and then on 'Page Help'
 

This will take you to the documentation. Please refer the 'About Purchase Authorization' link in the opened page.


Lahiru Dissanayake
Hero (Employee)
Forum|alt.badge.img+8

Hi @Andryis , 

If you need to get “Authorization Request” checked in Purchase orders header, as the first step, you may check whether you have a “Purchase authorization Rule” in released status for your site. 

  1. Go to “Purchase authorization Rule” window and search for your site (where you create Purchase Orders) and set the Authorization rule to “Release” if it is in “planned” status.
  2. Then purchase order should fetch the Authorization rule at the time of Releasing the PO (Or when doing Right click on Purchase orders > “Fetch Authorization Rule.” ) considering the parameters set in the Authorization rule. 
  3. If this not works, you may refer the help doc and mention by Malsha above and set a valid authorization rule. 

Hope this helps. 


Andryis
Sidekick (Partner)
Forum|alt.badge.img+10
  • Author
  • Sidekick (Partner)
  • August 16, 2021

Hi,

In your application where help documents are setup, navigate to 'Purchase order authorization rule' window-->click on the 'Help' option-->and then on 'Page Help'
 

This will take you to the documentation. Please refer the 'About Purchase Authorization' link in the opened page.

That’s correct


Andryis
Sidekick (Partner)
Forum|alt.badge.img+10
  • Author
  • Sidekick (Partner)
  • August 16, 2021

Hi @Andryis , 

If you need to get “Authorization Request” checked in Purchase orders header, as the first step, you may check whether you have a “Purchase authorization Rule” in released status for your site. 

  1. Go to “Purchase authorization Rule” window and search for your site (where you create Purchase Orders) and set the Authorization rule to “Release” if it is in “planned” status.
  2. Then purchase order should fetch the Authorization rule at the time of Releasing the PO (Or when doing Right click on Purchase orders > “Fetch Authorization Rule.” ) considering the parameters set in the Authorization rule. 
  3. If this not works, you may refer the help doc and mention by Malsha above and set a valid authorization rule. 

Hope this helps. 

Correct