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How to get authorization required checked in a request order?

  • 13 August 2021
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Andryis
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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.

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Best answer by Lahiru Dissanayake 14 August 2021, 03:34

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AndryIS
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6 replies

Malsha Amarasinghe
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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
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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.

I don’t have access to the link.

AndryIS
Malsha Amarasinghe
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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
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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.
  3. 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. 
  4. If this not works, you may refer the help doc and mention by Malsha above and set a valid authorization rule. 

Hope this helps. 

-Lahiru-
Andryis
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Userlevel 4
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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.

That’s correct

AndryIS
Andryis
Rank
Userlevel 4
Badge +10

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.
  3. 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. 
  4. 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

AndryIS
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