IES Purchasing: Authorize Orders – DDP

Purpose

The purpose of this Document is to explain how to authorize DDP Orders.

Summary of Order Types

CP = Central Purchasing

ASO = Automated Stock Orders

DDP = Delegated Direct Purchasing

MOD = Manufacture On Demand

Introduction

Purchase Requisitions, also called Proforma Orders, become Purchase Orders only when they are authorized.

Approval of DDP Proforma Orders

A Proforma is authorized from the Proforma Screen, and there are 2 ways for locating and opening a Proforma for authorization. You can either specify the DDP Proforma number to open (this is the DIRECT method) or the system can automatically find DDP Proformas that are awaiting your approval (this is the FACILITATED method).

Whichever method is chosen, once the Proforma screen is open, the Authorizer can evaluate the new Order before authorizing it, but cannot make any changes. If any changes are required, then it is necessary to use “Return to Originator”, and an appropriate message can be sent by the system to notify the Originator accordingly.

The “Skip for now” option is used to postpone approval until next time the authorization sequence is used. “New Authorizer” can be used to transfer the approval responsibility to a different Authorizer, and “Decline” is used to reject and delete the Proforma completely.

To approve the Order, just choose AUTHORIZE.

© Infolab, 2006