1. Implementing Procurement
  2. How You Manage Funds Override Approval Rules for Requisitions and Purchase Orders

How You Manage Funds Override Approval Rules for Requisitions and Purchase Orders

You can use procurement document approval rules to manage insufficient funds override approval flows for your organization's requisitions and purchase orders.

To view the delivered procurement document approval rules for requisitions and purchase orders, respectively, use the following tasks. You can find them in the Setup and Maintenance work area, Approval Management functional area:

  • Manage Requisition Approvals

  • Manage Purchasing Document Approvals

The delivered funds override approval rule for requisitions has the following attributes:

  • Stage: Header Postapproval Stage

  • Participant: Funds Override Approval

  • Routing: Parallel

  • Voting Regime: Consensus

  • Enabled: Check box is selected.

You can't edit this rule on the Manage Requisition Approvals page. You can only enable or disable it.

You can define a funds override approval rule different from what's delivered. You can add conditions based on these attributes:

  • Funds Override Approver

  • Funds Override Approver User Name

For example, you might define a condition where a certain approver can route the document to another approver.

The delivered funds override approval rule for purchase orders has the following attributes:

  • Stage: Postapproval Stage

  • Participant: Funds Override Approval

  • Routing: Parallel

  • Voting Regime: Consensus

  • Enabled: Check box is selected.

You can't edit this rule on the Manage Purchasing Document Approvals page. You can only enable or disable it.

You can define a funds override approval rule different from what's delivered. For example, you might want to have funds override approval for purchase orders occur at the preapproval stage rather than the postapproval stage. To define the rule set the attribute values as follows:

  • Stage: Preapproval Stage.

  • Participant, Routing, Voting Regime, Enabled: Same values as for the delivered rule for purchase orders.

  • Conditions: Funds override approver isn't blank.

  • Action Type: Approval Required.

  • Route Using: Single Approver.

  • User Type: Funds override approver.

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