Set Up Authorisation Limits for Changed Purchase Orders
This topic is only applicable to IRIS Financials Purchasing version 6.0.0.191 onwards.
Purchase orders are sent for authorisation when either:
- A specified limit is reached
- If no limit is set, when changes have been made
To allow changes up to a certain value to be made to a purchase order without authorisation, you must set the tolerance percentage.
Limits are applied to all purchase orders for all suppliers.
You can configure your organisation's authorisation workflow to request amended purchase orders to be authorised again if the changes are over a set tolerance limit at the POAMEND status. This works in conjunction with any Processing Purchase Orders where Suppliers Provide the Purchase Order Number .
-
Go to Maintenance, then select Accounts.
- Select the PARAMETERS - Parameters Ledger.
- Find and select POAMENDAPPR.
- Select Analysis Fields, then EDIT.
- In Parameter Text enter No.
- Select SAVE.
- Find and select POAMENDTOL.
- In Parameter Text enter the percentage of the tolerance level required as a decimal.
For example, to send for approval again if the changes are more than 10% of the original order total, enter 10.
- Select SAVE.
| Original PO Value | Amended PO Value | Tolerance Limit | Action |
|---|---|---|---|
| £100.00 | £108.00 | 10% | Purchase order does not require re-approval as it is within the 10% tolerance limit. |
| £100.00 | £110.00 | 10% | Purchase order does not require re-approval as it is within the 10% tolerance limit. |
| £100.00 | £110.01 | 10% | Purchase order will require re-approval as it is over the 10% tolerance limit. |