Authorize Posting Proposal - Advance Supplier Invoice

Hi ​@ArcMariGa,

If this option is enabled, existing authorizers from the purchase order or purchase requisition will be inherited to the posting proposal. If the authorization groups are used in IFS/Purchasing, the user who authorized the purchase order or the purchase requisition will be set as the authorizer for the posting. If there are no authorizers connected to the purchase order/requisition, then the authorizer assigning rules and authorization routing rules will be used. Note that this is not applicable if posting authorization is excluded.

In IFS Cloud, enabling "Inherit Authorizer(s) From Purchase" in the Company Master will cause the system to automatically assign the Purchase Order's authorizers to the invoice posting proposal. For advance supplier invoices, the invoice is not matched to PO receipts; instead, it is directly linked to the Purchase Order or the advance payment request line when the invoice is created. This link allows the system to inherit the PO’s authorizer. The posting proposal may be automatically set to “Authorized” only if the PO is already authorized, the invoice amount matches the advance request (or is within the company-defined tolerance), and no manual changes are made to the posting lines. If any of these conditions are not met, the inherited authorizers must approve it manually. Existing posting proposals created before enabling this option are not affected, and if Posting Authorization is excluded, this setting does not apply. However, if the PO itself was never authorized, if there is a price discrepancy exceeding tolerance, or if a user manually intervenes in the posting proposal, and the inherited authorizers must then manually approve the proposal before the invoice can be finally posted.

Regards,

Nikila Dissanayake

Hi ​@Nikila Dis,

Thanks for your response. Still i have a query. As per your comment, “For an advance supplier invoice to be authorized automatically, it must be fully matched to a Purchase Order that has already been authorized”. But how to match the advance supplier invoice with PO. Usually, we do match the PO receipts with the invoice (Not an advance invoice). Could you please help me, where exactly this needs to be done.

Thanks in Advance.

Understood now…..Thanks ​@Nikila Dis