Question

Purchase Requisition Authorization Rule with "Include Steps Based on Limits"

  • 28 June 2021
  • 1 reply
  • 311 views
M
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Userlevel 2
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Hi, 

I hope someone can help me with the below expectation.

Basic Data

  • User 1 has Max Authorization Limit for PR of £5000
  • PR Rule is set up for a Cost Code 1234
  • PR Rule has the Authorization Routing Option set to “Include Steps Based on Limits”
  • Authorization Template has 3 steps:
    • Step 1 - Group (all users have limit up to £5000; User 1 is part of this group too)
    • Step 2 - 10’000
    • Step 3 - 999999

Transaction: the User 1 creates a Purchase Requisition with Pre Posting cost Code 1234 that’s less than £5000. Once released system currently pulls through the 1st step of the Authorization Rule.

Expectation: There is no PR rule pulled through because the User 1 has enough Authorization Limit.

 

Can anyone tell if the expectation should be different based on the set up and if so how to set up the data so that the User with Limit of £5000 doesn’t have to authorize the step 1?

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1 reply

M
Rank
Userlevel 2
Badge +3

Hi, We have just found the answer on this, if anyone also is looking for the answer

From the Oracle code - if the system finds that the Pre-Posting matches it then selects that PR Rule with that Cost Code (Pre-posting ) and associated template and therefore overriding the amount checks.

Workaround that we’ll use is that the User 1 will just have to authorize the 1st step of the Approval.

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