Approving PO Lines Automatically

If you do not want to use the PO line approval feature, you can choose to have Horizon automatically approve PO lines. You can choose to have Horizon automatically approve PO lines in these instances: saving a PO line, copying a PO line, or renewing a PO line. (You can choose one or all of the automatic PO line approval instances.) Then when you save a PO line, copy a PO line, or renew a PO line, Horizon will approve the PO line automatically.

Before you begin using the automatic approval process, you should set up your passkeys to let all Acquisitions staff manually approve PO lines as necessary. Also, to minimize effort, you should set up your passkeys to let all Acquisitions staff make changes to approved PO lines. This is because you cannot change the PO line after approval without passkey security. (For more information on passkeys, see Editing an Approved PO Line and see “Security” in the Acquisitions Setup Guide.)

To approve PO lines automatically

1 Start the Acquisitions Parameters process.

The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.

Horizon displays the Edit Acquisitions Parameters window:

2 In the Auto Approve PO Line on field, choose any or all of these options:
Choose the Save PO Line option to automatically approve a PO line when you save the line.
Choose the Copy Lines to PO option to automatically approve a PO line when you copy a PO line to the same or another PO when you use the “Copy Line(s) to PO” option on the PO Line menu.
Choose the Renew PO Lines option to automatically approve a PO line when you renew the PO line.
3 Save the file.

Horizon may display different warning messages, depending on the automatic PO line approval option you chose. (For more information on these warning messages, see Error Messages.)

Now when you do tasks with POs, Horizon will automatically approve the PO lines when you specified. If you want to change any PO lines for an order after you have approved them, you must have passkey security to change PO lines after PO line approval. (For more information, see Editing an Approved PO Line.)

 


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