Enter Invoice Authorizer

Explanation

Use this activity to enter, change, and view codes for the persons or departments who are authorized to approve invoices for payment. This task, to be performed by a system administrator or equivalent person, is mandatory for at least one authorizer.

An authorizer must be defined when you enter a supplier invoice. You can state an authorizer's maximum approval limit and specify the supervisor for approval of requests above the limit. You can notify a supervisory authorizer when an invoice has been entered requiring that user's supervisory approval. If the Automatic Authorization of Payment Plan check box is selected in the Supplier/Invoice window, a message is not sent. 

You can enter new persons or departments with authorization powers and modify the name, maximum amount, and supervisory authorizer, and select or clear user notification.

Prerequisites

This activity has the following prerequisites:

• If specifying a supervisory authorizer, the user must be defined as an authorizer.
• The user must be connected to the company.

System Effects

As a result of this activity:

• Authorizers for supplier invoices are entered into the system.
• If you specified a maximum amount, the authorizer can only approve invoices up to that amount.
• If you specified a supervisory authorizer, invoices above the maximum amount require that supervisor's approval.
• If you specified user notification, a message is sent to the authorizer when an invoice is entered by the user to which the authorizer is connected.

Window

Invoice Payment Authorizers

Related Window Descriptions

Invoice Payment Authorizers

Procedure

To perform this activity, follow these steps:

1. Open the Invoice Payment Authorizers window.
2. In the Authorizer field, enter the ID of the authorizer.
3. In the Name field, enter up to 25 alphanumeric characters for the authorizer's name.
4. To specify a maximum authorization amount for the user, enter the amount in the Maximum Amount field.
5. To specify the authorizer whose approval is required for invoices above the user's maximum limit, enter the authorizer's name in the Superior Authorizer field.
6. To send a message to the authorizer when an invoice connected to the authorizer is entered, select the Notify User check box.
7. Save the changes.