Question

Lose PR Authorization when RFQ is created

  • 7 July 2023
  • 2 replies
  • 26 views
W
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We have authorization rules setup at PR level but when an RFQ is created from the PR, we lose any authorization capability. Regardless of the value agreed, you are then able to generate a PO without authorization. Only the approval step is required but this isn't based on value.

In this flow, does the auth have to take place at PO level rather than PR level? Unless theres a setting Im missing, would a CRIM be the solution here?

2 replies

R
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Hi @WyrJamesG , in the RFQ flow, you will receive quotation from your suppliers and then you will review them and approve the best quotation. After that you will create a PO for the approved quotation.

Since you approve a quotation in this process, there will no need of another approval at PR level. But you may have authorization again for the created PO. This is the design in IFS. Thanks.

W
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Userlevel 1
Badge +4

Hi @Ravinatha Ariyarathna - that is clear. The approval of the quote though could be done by anybody as it does not consider authorisation limits. If we still require the approval prior to the PO (considering limits), which is the best way to capture this? Approval Routings possibly?

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