Question

Pull Authorisation Rule to ALL Open POs

  • 21 February 2023
  • 2 replies
  • 59 views
L
Rank
Userlevel 4
Badge +11

We have recently introduced PO Authorisation in place of PR Authorisation.

This has caused ALL POs open to now require approval before they can be processed which is causing problems for Orders on MWO as they are all failing when user receipts.

 

Is there a way to Fetch the Auth Rule for ALL Order in bulk rather than individually via the PO? This would then allow them to be approved in bulk.

 

We have around c1,000 POs that now need to be approved and fetching the rule on the PO 1 by 1 is a time consuming task.

 

Thanks, 

2 replies

R
Rank
Userlevel 2
Badge +8

I think this is a valid request and one suggestion would be to introduce that action button in Purchase Orders overview page.

@lisa.gilesAB  would you create an idea on this soon?

S
Rank
Badge +2

I just want to say that If you are using a procurement or purchasing system that has recently implemented PO Authorization, and that this change is causing issues with MWO orders. It also sounds like you are looking for a way to fetch the authorization rule for all orders in bulk, rather than individually.

Assuming that your procurement or purchasing system has a way to query the system using SQL or another query language, you may be able to use a query to fetch the authorization rule for all orders in bulk. Here are some steps you can try:

  1. Log in to your procurement or purchasing system and navigate to the query or report tool.

  2. Create a new query or report that includes the following fields: Purchase Order Number, Authorization Rule, and Approval Status.

  3. Run the query or report to generate a list of all open POs and their associated authorization rules and approval statuses.

  4. Sort the results by authorization rule and approval status to group similar POs together.

  5. Review the list and determine which authorization rules need to be approved in bulk.

  6. Approve the authorization rules in bulk, either by selecting multiple POs at once or by using a batch approval tool if available in your system. Tell Culvers

It's worth noting that the exact steps and options available will depend on the procurement or purchasing system you are using. If you are unsure how to create a query or report or how to approve authorization rules in bulk, you may want to contact your system's vendor or support team for assistance.

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