Enter Authorizer/ Authorizer Group Limits per Period

Explanation

This activity is used to add, remove or modify invoice authorization limits.

Prerequisites

In order to perform this activity, invoice posting authorizers/authorizer groups should exist in the system.

System Effects

As a result of this activity, the invoice amounts authorized by individual authorizers and authorizer groups will be checked against the maximum amounts defined for them. The amount authorized by the authorizer/authorizer group is added to the accumulated amount for the period to which the authorization date belongs. Note that the maximum amounts entered in this window are overruled by that entered in Authorization Combination Rules, and Invoice Posting Authorizers windows

Window

Invoice Posting Authorizers
Invoice Posting Authorizer Groups

Related Window Descriptions

Authorizer Limits per Period
Authorizer Group Limits per Period

Procedure

To enter limits per authorizer:

  1. Open the Invoice Posting Authorizers window and search for the authorizer ID for which you want to enter a limit.
  2. Select the record, right-click and then click Authorizer Limits per Period  to open the Authorizer Limits per Period window.
  3. Create a new record in the table.
  4. Enter the maximum amount allowed for the authorizer in Max Amount in Acc Curr field.
  5. Enter the period for which the amount is valid by entering the relevant dates in  Valid From and Valid Until fields.
  6. Save the information. 

To enter limits per authorizer group:

  1. Open the Invoice Posting Authorizer Group window and search for the authorizer group ID for which you want to enter a limit.
  2. Right-click in the header of the window and then click Authorizer Group Limits per Period to open the Authorization Group Limits per Period window.
  3. Create a new record in the table.
  4. Enter the maximum amount allowed for the authorizer group in Max Amount in Acc Curr field.
  5. Enter the period for which the amount is valid by entering the relevant dates in  Valid From and Valid Until fields.
  6. Save the information.