Purchase Order Authorization Rule

  • 22 September 2022
  • 1 reply

Userlevel 4
Badge +9
  • Sidekick (Customer)
  • 41 replies

Hi, I have setup multiple steps for Auth based on spend amount. For high dollar spends the system requires each step to be authorized in order to view the next step in My Purchase Order Authorization screen in Aurena. Does anyone have a method to only trigger the last step in these scenarios?

1 reply

Userlevel 6
Badge +9

Hi @mmoss, will setting the Authorization Routing Option as “Include Steps Based on Limits” help your purpose? Help text for this options says:

Include Steps Based on Limits - The system will only generate authorization steps until a step with enough authorization limits to authorize the purchase order or requisition line that has been reached. All previous steps before the Authorizer will be included as Acknowledgers in the authorization process.

Thank you.