Hi,
Is it possible to set a minimum amount for an authorizer assigning rule, which means only an invoice amount exceeds the minimum amount is needed to be approved.
Thanks.
Solved
How to set a minimum amount for authorizer assigning rules
Best answer by Thomas Peterson
Hi,
The way to work around this is to set up a general rule (or rules) with lower priority number with a max that is = to your min.
In this you could assign this rule to members of AP, so theoretically AP (who normally would not authorize) could easily authorize. It is an extra click, but then managers / supervisors would not need to be in the authorization steps.
Just as Marcel describes, once you go down the posting proposal process the postings need to be authorized. We can automate as best we can, but nevertheless authorization still needs to happen (exception being the suppliers set to exclude the authorization).
That’s one main reason, why we are seeing so many clients move more and more to using purchase orders. I’m even seeing PO’s for Rent, Utilities and similar where many years ago, these were never on a PO. PO simply allows better automation and controls. I’m sure you know this, but with a PO the posting lines can be automatically authorized. With the described rules, AP is assigned automatically and if the invoice / receipt value is good, authorization is automatic. Nobody really needs to deal with the small values. If out of tolerance, AP can click a box.
Not exactly what you wish, but it should help.
Best regards,
Thomas
+22One way to bypass the authorization is to set Exclude Posting Authorization to Yes at Supplier level. But then the system will not require authorization irrespective of the invoice amount.
Hi,
The way to work around this is to set up a general rule (or rules) with lower priority number with a max that is = to your min.
In this you could assign this rule to members of AP, so theoretically AP (who normally would not authorize) could easily authorize. It is an extra click, but then managers / supervisors would not need to be in the authorization steps.
Just as Marcel describes, once you go down the posting proposal process the postings need to be authorized. We can automate as best we can, but nevertheless authorization still needs to happen (exception being the suppliers set to exclude the authorization).
That’s one main reason, why we are seeing so many clients move more and more to using purchase orders. I’m even seeing PO’s for Rent, Utilities and similar where many years ago, these were never on a PO. PO simply allows better automation and controls. I’m sure you know this, but with a PO the posting lines can be automatically authorized. With the described rules, AP is assigned automatically and if the invoice / receipt value is good, authorization is automatic. Nobody really needs to deal with the small values. If out of tolerance, AP can click a box.
Not exactly what you wish, but it should help.
Best regards,
Thomas
1 person likes this
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.