How can we ensure that MRP-generated purchase requisitions comply with the existing authorization rules configured in IFS within APP 9?
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Hi
As you know A purchase requisition can be entered manually or created automatically, for example, with the use of a planning tool. Since there may be different system-requisitioners, you may have to handle purchase requisitions that you did not enter. The above is the one instance when purchase requisition is created automatically:
- MRP, Create Order Proposal, Master Scheduling: If the supply type on the inventory part is set to Requisition, a purchase requisition may be automatically created upon running any of these planning tools.
Authorization
Authorization is required if an applicable purchase requisition authorization rule exists for any of the requisition lines. This is indicated by the selected Authorization Required check box on the header of the purchase requisition.
You can authorize purchase requisition lines using the Purchase Requisition window, or one of the overview windows.
If you are using the Purchase Requisition window, click the Authorization tab. On the left of the tab, select the authorizer or authorization group you are authorizing. On the right of the tab, you can view all the requisition lines the authorizer/authorization group has to authorize. On the right of the window, you can select the specific lines that you want to authorize.
When using the Purchase Requisition Line Authorization window, simply query for and select the lines you want, and authorize using a right mouse button option.
The MRP generated requisitions should inherit the existing rules and routing for authorization, meaning the system will apply the same authorization process to MRP-generated requisitions as it does to manually created ones.
For your further knowledge;
To set up purchase requisition approvals in IFS:
-
Set Up Authorizers: First, you need to add the people who can approve purchase requests (called "authorizers") in the Purchase Authorization Basic Data section.
-
Create an Authorization Group: Next, create a group with the two authorizers you just added. This way, both will be included in the approval process.
-
Set Up an Authorization Routing Template: After that, create a routing template that includes just one step with the authorization group you created. This means the purchase requisition will go to this group for approval.
-
Create an Authorization Rule: Finally, set up an authorization rule that links to the routing template. This rule will ensure that the purchase requisitions follow the approval process with the two authorizers from your group.
Regards,
Chanuka
Hi
As you know A purchase requisition can be entered manually or created automatically, for example, with the use of a planning tool. Since there may be different system-requisitioners, you may have to handle purchase requisitions that you did not enter. The above is the one instance when purchase requisition is created automatically:
- MRP, Create Order Proposal, Master Scheduling: If the supply type on the inventory part is set to Requisition, a purchase requisition may be automatically created upon running any of these planning tools.
Authorization
Authorization is required if an applicable purchase requisition authorization rule exists for any of the requisition lines. This is indicated by the selected Authorization Required check box on the header of the purchase requisition.
You can authorize purchase requisition lines using the Purchase Requisition window, or one of the overview windows.
If you are using the Purchase Requisition window, click the Authorization tab. On the left of the tab, select the authorizer or authorization group you are authorizing. On the right of the tab, you can view all the requisition lines the authorizer/authorization group has to authorize. On the right of the window, you can select the specific lines that you want to authorize.
When using the Purchase Requisition Line Authorization window, simply query for and select the lines you want, and authorize using a right mouse button option.
The MRP generated requisitions should inherit the existing rules and routing for authorization, meaning the system will apply the same authorization process to MRP-generated requisitions as it does to manually created ones.
For your further knowledge;
To set up purchase requisition approvals in IFS:
-
Set Up Authorizers: First, you need to add the people who can approve purchase requests (called "authorizers") in the Purchase Authorization Basic Data section.
-
Create an Authorization Group: Next, create a group with the two authorizers you just added. This way, both will be included in the approval process.
-
Set Up an Authorization Routing Template: After that, create a routing template that includes just one step with the authorization group you created. This means the purchase requisition will go to this group for approval.
-
Create an Authorization Rule: Finally, set up an authorization rule that links to the routing template. This rule will ensure that the purchase requisitions follow the approval process with the two authorizers from your group.
Regards,
Chanuka
Thank you Chanuka for the reply.
In APP10, there is a clear basic data to include system generated PRs, but not in APP 9.
Basic data : Purchase Requisition Authorization Rule >General > Apply to all system defined requisitioners.
When testing, I noticed the MRP generated PRs are not fetched with any Authorization Rules. Is this the standard behavior in APP9?
When further testing, I noticed that if you add MRP as a requisitioner in the Purchase Requisition Authorization Rule, it will include the MRP generated PRs as well.
Also, it seems this is not required in APP10 as there is a straightforward basic data to be set in the Purchase Requisition Authorization Rule
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