Question

PO Authorization rule

  • 28 February 2023
  • 7 replies
  • 302 views
D
Rank
Badge +2

Dear Community, 

How can we change the settings so that in the event of any modification to the price of the purchase order, approvals must be taken again, because at the present time on the existing options, the price on the order may be successfully modified with the same old approvals.

the screenshot below shows the current setup. 

 

Regards

7 replies

K
Rank
Userlevel 4
Badge +9

Hi Dareen

If you do not want to allow any changes at all; you could set the ‘Allow Changes after authorization’ option to - No Changes Allowed.

Please find below details on each option

  • No Changes Allowed: No changes are allowed that affect the total line amount of the partially or fully authorized purchase orders. However, other changes will still be allowed.
  • Within Order Amount: Changes are allowed within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing. Once the order is authorized, additional purchase order lines can be added as long as the amount is within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing.
  • Within Authorizer Limit: Changes are allowed within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing. Once the order is authorized, no additional purchase order lines can be added.
R
Rank
Userlevel 1
Badge +5

Hi Dareen,

Also do check that there are no multiple purchase order authorisations rules that might be causing the issue.

Also if you are not using purchase order change order control at site level as below that might prevent changes then the other option is to control as to what Kithmini has advised as above.  

 

D
Rank
Badge +2

 

 

D
Rank
Badge +2

Hi Dareen,

Also do check that there are no multiple purchase order authorisations rules that might be causing the issue.

Also if you are not using purchase order change order control at site level as below that might prevent changes then the other option is to control as to what Kithmini has advised as above.  

 

Hi Dareen

If you do not want to allow any changes at all; you could set the ‘Allow Changes after authorization’ option to - No Changes Allowed.

Please find below details on each option

  • No Changes Allowed: No changes are allowed that affect the total line amount of the partially or fully authorized purchase orders. However, other changes will still be allowed.
  • Within Order Amount: Changes are allowed within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing. Once the order is authorized, additional purchase order lines can be added as long as the amount is within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing.
  • Within Authorizer Limit: Changes are allowed within the limit of the applied authorization rule or within the authorization limit of the last step in the applied authorization routing. Once the order is authorized, no additional purchase order lines can be added.

 

Thank you Kithmini & ryandu for your support! 

but let me explain it in another way. 

now when we create the PO then it move into authorization cycle depends on the price limit. 

Sometime we have to make changing on the PO price. Therefore, in the current setup we can change the price after having the approvals without going through the authorization cycle again, but our concern is that we don't want the system to allow any changes without retake the approvals again from the authorizers. 

we want any changes in the price to delete the old approvals and ask for new approvals. 

R
Rank
Userlevel 1
Badge +5

Hi Dareen,

If I understand correctly the ideal solution in this process as per your query would be to use purchase order change order control  process. You might need to review this functionlaity if you are not currently using it.

D
Rank
Badge +2

Hi Dareen,

Also do check that there are no multiple purchase order authorisations rules that might be causing the issue.

Also if you are not using purchase order change order control at site level as below that might prevent changes then the other option is to control as to what Kithmini has advised as above.  

 

Hi Ryandu, 

your support is appreciated. 

could you please tell me what is the name of this page so I can check it. 

 

Thanks

R
Rank
Userlevel 1
Badge +5

Hi Dareen,

 

Check in purchase order authorizations rule screen. 

 

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