Do Project Roles need to exist on the sub project and activity level as well?
Hi @ERPMark1 While the IFS behaviour is as EqeMithuV has described, I believe you can take the possibilities custom events/ workflows to support your business requirement. I believe in this business, the purchase requisition authorization may be sufficient to govern the purchase order authorization. So whenever a PO is created thru a PR, it means it has gone through PR auth and you can decide not to trigger the auth or automaticall auth it based on PR authorization. Hi Vimukthi, How do I automate the creation of PO once PR authorized? Is this through “Order Processing Types”? Thank you!
Hi @ERPMark1 , I mean you can use either only PR authorization or only PO authorization else both. IFS supports all this scenarios. Could you please check whether you purchase requisition matches the criteria defined in the authorization rule such as site, value etc. and check whether you have the project roles assigned to person in the project purchase requisitions are connected to project. Regards, Mithun K V Thank you! I will check these today. I appreciate your help.
Hi @ERPMark1, In IFS you can define authorization for purchase requisition and purchase orders separately and there is no such functionality in place not to request authorization for purchase order if the requisitions are authorized this might be due to the fact that you can connect multiple requisition lines to one PO and vice verse. If you don't want PO authorization, then don't define any purchase order authorization rule and uncheck the enforce purchase order authorization at company, then system wont ask to authorize the purchase order. In your case, system is asking for authorization of purchase order because you might have define the purchase order authorization rule for the site. You can change the status of purchase order authorization rule to planned and then you can release PO without authorization Hope this helps!! Regards, Mithun K V Hi Mithun,Thank you for your quick reply. I’m sorry I think I understand you are saying in IFS you cannot use PR Authorization alone? and ca
Hi @ERPMark1 , I meant the detail in the below screen. Check whether you have the project roles assigned to person in the project which is connected to you purchase requisition. Regards, Mithun K V Thank you!
Hi Kenny, I know this post is old, but I am interested in learning more in you are available. I did send an email to you as well. I look forward to hearing from you!Thank you,Chelsea
You are taking about with the activity setup parameters in the project correct?
Thank you for the reply Mithun. To confirm, do you mean as per the below? in Default project roles?
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