Publication Date: 11/12/2024 Share Print

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Release Order For Authorization

Once the Order has been created, the user will have to release the order for Authorization by selecting the Release For Authorization but_release for authorization (small2) button. This button is available in both the Detail and Header order windows.

Orders that have not yet been authorized will contain this icon: but_release for authorization (small2)

Orders that have been authorized will contain this icon:

When the the Release For Authorization but_release for authorization (small2) button is selected, the Order will either:

  • be placed in the Order Authorization Explorer (Orders/ Explorer/ Order Authorization Explorer) to await go through the authorization process if it contains authorization steps. If authorization steps have been set up for the Order Type transaction code, the Order must then be authorized by the appropriate personnel via Orders/ Explorer/ Order Authorization Explorer. Once the Order has been placed in the Order Authorization Explorer to await authorization, the next process is to authorize the steps. Notifications will be sent accordantly to the appropriate individuals. However, if the User has the appropriate order authorization limits as defined in the Authorization Master (Settings/ Update), the user will be able to print or e-mail the Order.
  • or it will be authorized right away if single-step authorization is in effect

Once authorized, the order will be sent to the Vendor and the Release for Authorization but_release for authorization (small2) button will no longer be available for the order.

Note: You must have the appropriate security access to this button.

Note: The system may be configured to prevent the receiving of unauthorized orders. For additional information, please refer to Switch PORCVAU, via the Orders Switches Manual.

See Also

Order Authorization Explorer

Defining the Order Authorization Steps

Verifying Authorized Orders

Order Re-Authorization

Order Authorization via the Order Authorization Option

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