ORGANIZATION SECURITY SCENARIO: SINGLE TITLE APPROVAL PROCESS

Example 1

The Approval Title User Preferred Sequence does not mean that all users are required for approval and/or that User 1 should approve first before User 2 and so on.

Preferred sequence means lower numbers have the highest priority in this approval title. In the example above, in the absence of User 1 (because User 1 has the preferred sequence of 1), User 3 is the next in line in the approval process because User 3 has the higher priority having the preferred sequence of 2.

Using the approval process in Scenario 1, create a requisition with Header Org = 1 with three (3) requisition lines.

• Req Line 1 linked to Org 1

• Req Line 2 linked to Org 1

• Req Line 3 linked to Org 1

Screen Behavior:

When you save the requisition on the Manage Purchase Requisitions (PPMNTRQ1) screen, the status will be In-Approval and only Users 1 and 3 can see the requisitions because User 2 is not authorized for Org 1. The following warning messages also displays: “Requisition requires approval but not all of the approver(s) for one or more of the approval title(s) authorized for the Requisitioner’s Organization ID.”

Example 2

Using the approval process in Scenario 5, create a requisition with Header Org = 5 with a requisition line linked to Orgs 1 and 5 (multiple allocation).

Screen Behavior:

When you save the requisition on the Manage Purchase Requisitions (PPMNTRQ1) screen, Costpoint displays the following error message because all the approval title users are only authorized for Org 1: “Requisition requires approval but none of the approver(s) for one or more of the approval title(s) is authorized for the Requisitioner’s Organization ID.”