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Organization Security Scenario

This section contains an example of the approval process in Approve Purchase Requisition Lines 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

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 User 2 tries to query the requisition on the Approve Purchase Requisition Line (PPMRQAPL) screen, Costpoint displays the following error message: “Your user ID does not have access to the Requisitioner’s Organization: [Org ID].” This is because only Users 1 and 3 can view and approve the requisition. User 2 is not authorized for the requisitioner’s org 1.

Screen Behavior:

On the Approve Purchase Requisition Line (PPMRQAPL) screen, when you try to add a new title in a requisition/requisition line, Costpoint displays the following warning message: “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.” This is because only Users 1 and 3 can view and approve the requisition. User 2 is not authorized for the requisitioner’s org 1.