Purchase Requisition Authorization Rule page is used to define the criteria when the connected authorization routing template will be valid for a purchase requisition line.
When you try to release a purchase requisition line, the system checks for any purchase requisition authorization rules that fulfills the requirement. The system selects the authorization rule with the highest priority implied, i.e., 1 indicates the highest priority. For a specific site, you cannot have two purchase requisition authorization rules with the same priority number with Planned and Released status, but as soon as one has been closed a new one with the same priority can be created. A closed rule can be set again to Planned status with Changed to Planned in the header.
To ensure that the authorization routing template will be applied by the system, you can indicate that the purchase requisition line must use a specific requisitioner, coordinator, etc. If you want the rule to be applicable to all purchase requisition lines regardless of the value for a criterion, select the corresponding option.
The approval rule can have one of three status: Planned, Released, and Closed. The approval rule must be in the Released status to be used in the workflow.
You can also specify a minimum and a maximum amount in the authorization rule. The Use Gross Amounts option is used to indicate whether the values specified as minimum and maximum are inclusive of tax. If the amount of the purchase requisition line is within these values, the authorization rule will be used.
The Allow Changes after Authorization option is used to decide whether the total amount of the authorized or partially authorized purchase requisition can be modified or not. If it is disabled, the user is not allowed to make any changes (ex: quantity, price, conversion factor, etc.) that affect the total amount of the purchase requisition line. Other changes are still allowed.
Apply for Non Project Connected PO indicates if this rule should be applicable for purchase requisitions which are not connected to a project.
Authorization Routing Option determines how the system includes steps (authorization lines) and validate steps in the authorization routing template to the authorization routing on the purchase requisition line or purchase order.