Resending documents for authorisation (repolling)

There may be occasions when purchasing documents need to be resent for authorisation. This can be required for any of the following reasons:

1. A user has left the and still has requisitions/purchase orders requiring authorisation.

2. You have changed cost centre approvers and the previous approver has requisitions/purchase orders requiring authorisation.

3. An approver has gone on holiday and a purchasing document requires authorisation before the standard 72 hours it takes for the document to be automatically sent to the designated holiday approver.

4. A user has gone off sick and they have a requisition/purchase order that requires immediate authorisation.

Purchasing documents are resent for authorisation using a function called repolling. This function can only be carried out by a user who is an administrator.

You can only resend one document for authorisation at a time.

1. Log into IRIS Financials Purchasing as an administrator, then select the Settings icon on the Home page.
   
2. The Maintenance window is displayed. From the Repoll Purchasing Document panel, choose the type of document to search for by selecting the Search icon adjacent to Document Type.
   
3. Select PORD - Purchase Order from the Select window.
   
4. The Document Type field displays the selected type. Enter the applicable document number in Document Number, then select Start.
   

5. A Document repolled successfully message is displayed if the document repoll has been successful.

   It can take several minutes for the document to go through the workflow process before the new authoriser is displayed on the new purchase order.

6. If the document number is incorrect or there is nothing to repoll, one of the following messages is displayed. This usually indicates the document has already been authorised or the document does not exist.