The Requisition Authorization program allows you to authorize requisitions so they can be assigned to buyers and converted into purchase orders. This program is ONLY available if atrievePurchasing Requisition profile #8, Requisition Authorization, is set to Y.
This program provides the ability to authorize or unauthorize requisitions for a specific location. It also allows you to enter notes and refuse requisition lines. If atrievePurchasing Requisition Profile #17, Authorization Automatic Buyer Assignment, is set to Y the Authorization Program will automatically assign a buyer to the authorized requisition lines based on Buyer GL Selection Criteria. Requisition Authorization is also connected to the atrieveSecurity Management System Location/Authorizer Security System. Location Security restricts users from accessing requisitions entered by locations other than their own. Authorizer Security provides specific individuals within a location the ability to authorize or unauthorize requisitions.
Location
Enter the location where the requisitions were entered. If atrieveSecurity Management System Location security is enabled, this field is filled with the atrieveSecurity Management System location code and you will not be allowed to change it.
View Authorized or Unauthorized
Enter A to view the requisitions that have been authorized for the location.
Enter U to view the requisitions that have not yet been authorized for the location.
All requisition detail lines matching the criteria specified will be loaded. A dashed line will separate each individual requisition.
This module will not display requisitions which only have DESC or NOTE line items not processed to a PO or requisitions that only have refused items remaining.
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<ALT>S |
save your work. You will proceed to the location prompt. |
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<ALT>Q |
exit the program without saving your work. A message box will prompt you to save your authorizations. |
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<ALT>A |
authorize the requisition currently highlighted by the cursor. You will be prompted for your atrieveSecurity Management System authorizer password. This will authorize all detail lines for the requisition and a flag of "AU" will appear in the right-hand column. |
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<ALT>U |
unauthorize the requisition currently highlighted by the cursor. You will be prompted for your atrieveSecurity Management System authorizer password. This will unauthorize all detail lines for the requisition and the flag of 'AU' will be removed from the right-hand column. You may only unauthorize requisitions that have not been assigned to a buyer. |
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<ALT>V |
view requisition header information related to the line currently highlighted by the cursor. |
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<ALT>R |
refuse a requisition detail line. You will be prompted for a refusal reason, if not entered, the line will not be refused. You may only refuse line items. An * indicating the line has been refused will appear in the column marked R. Once a line item has been refused, no further processing can be done on this line item. |
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<ALT>N |
enter up to a full screen of notes related to the requisition line currently highlighted by the cursor. An * will appear in the column marked as N indicating a notation has been entered. |
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<ALT>G |
display the GL distributions for requisitions identified as having *MULTIPLE * GL's. A window will display the GL distributions based on quantity, dollars or percentage of the requisition line item. |
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<ALT>C |
change the location or authorization status and load in a different set of requisitions. A message box will prompt you to save your authorizations. |