Question

Purchase Order Authorisation - Apply Rules

  • 21 December 2022
  • 3 replies
  • 205 views
L
Rank
Userlevel 4
Badge +11

We are moving from PR Authorisation to PO Authorisation and I have created the Rules but they are not automatically applying. 

If I RMB → Fetch Auth Rule then it applies and flags to PO as requiring approval but how do I get the POs to automatically apply the rules?

Thanks

3 replies

A
Rank
Userlevel 6
Badge +11

Hi,

Are the POs already released?

IFS will check for rules to apply at release, confirmation and print.

Thanks

Asanka Garusinghe - https://www.linkedin.com/in/asanka-garusinghe-61634a64/
L
Rank
Userlevel 4
Badge +11

Hi @AsankaGaru no the POs are not already released 

 

I am creating new PRs converting to PO but the rule only triggers when I manually fetch via the RMB.

Thanks, 

R
Rank
Userlevel 1
Badge +5

Hi,

Ensure that you have maximum PO Amount set in the Authorization Rule. If the amount on the purchase order is more than the maximum PO amount set at authorization rule, it might not apply authorization automatically.

 

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