Forward Purchase Authorization Step

Explanation

This activity is used to forward a selected authorization step in a purchase requisition or in a purchase order to another authorizer so he/she can authorize it during the absence of the original authorizer.

Prerequisites

• The person you forward to must already exist as a purchasing authorizer.
• The authorizer must have an authorization limit that is equal or exceeds the amount on the purchase requisition line or on the purchase order, if the step is defined with the authorization role Authorizer (and not Acknowledger),

System Effects

The authorizer you have forwarded to will be allowed to authorize the step.

Window

N/A

Related Window Descriptions

Forward Purchase Authorization Step

Procedure

1. Open the Forward Authorization Step dialog box from either the Purchase Order/Authorization tab or Purchase Order Authorization window by selecting the Forward Authorization Step option from the right mouse button menu for the required authorization step in the purchase order. For an authorization step in a purchase requisition you have to move to the Purchase Requisition/Authorization tab or to the Purchase Requisition Line Authorization window.
   Note: The Authorizing Requisitioner ID field in the  Forward Authorization Step dialog box is only enabled when the Purchase Requisition Authorization is used.
2. The step will be forwarded to the authorizer specified in the Authorizer ID field in the To Authorizer area. Select the identity of the authorizer using the List of Values.  If the step that is forwarded requires an authorizer (and not an acknowledger) the List of Values query will only display authorizers that have sufficient authorization limit to authorize this step. If it requires an acknowledger then the List of Values query will display all persons defined in the Authorizer tab in Purchase Authorization Basic Data.
3. Click OK to forward the step.