Organization Security Scenario: Single Title Approval Process
This section contains examples on the single title approval process in Manage Purchase Requisitions when organization security is on.
| Scenario | Approval Process | Approval Title | Approval Title User Preferred Sequence | Approval Title User | Authorized Org(s) |
|---|---|---|---|---|---|
| 1 | T1 | T1 | 1 | User 1 | 1 |
| T1 | 3 | User 2 | 2 | ||
| T1 | 2 | User 3 | 1,2 |
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 message 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
| Scenario | Approval Process | Sequence (Approval Title) | Approval Title | Approval Title User Preferred Sequence | Approval Title User | Authorized Org(s) |
|---|---|---|---|---|---|---|
| 5 | T5 | 1 | T6 | 1 | User 13 | 1 |
| 2 | T7 | 1 | User 15 | 1 |
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.”