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Pur Req Auth - different rules Project and Non-Project

  • Jan 23, 2023 10:14 AM UTC
  • 2 replies
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PRODQ
Superhero (Customer)
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  • PRODQ
  • Superhero (Customer)

We have a series of authorisation rules in place for Project requisitions based on value.  These are along the lines of

  • up to 10k by Project Manager
  • 10k-20k by Project Manager & Department Head
  • 20k+ Project Manager, Department Head & FD  

 

Is it possible to have an additional rule, where non-project reqs just go to Finance Manager for sign-off?

Is it just as straightforward as ticking the Apply for Non Project Connected PR and making sure the Priority is a higher number than our existing rules?

 

Thanks.

Best answer by RigsIrosh

As suggested, if a new rule is set up to cover the non project PR, (provided the existing rules only cover projects) the system will fetch the correct PR Auth rule at the time of releasing the PR.

The priority comes to play if you have set up similar rules at a given moment. But I think non project check along will create the exception for this instance.

 

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Linda

    2 replies

    Hero (Partner)
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    • RigsIrosh
    • Hero (Partner)
    • Answer
    • Jan 23, 2023 10:28 PM UTC

    As suggested, if a new rule is set up to cover the non project PR, (provided the existing rules only cover projects) the system will fetch the correct PR Auth rule at the time of releasing the PR.

    The priority comes to play if you have set up similar rules at a given moment. But I think non project check along will create the exception for this instance.

     

    PRODQ
    Superhero (Customer)
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    • PRODQ
    • Author
    • Superhero (Customer)
    • Jan 24, 2023 12:12 PM UTC

    Thanks for the information/vote of confidence, @RigsIrosh 

    I’ll give it a go!

     

    Linda

    Linda
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