Search
Search

Purchase requisition release strategy issue

Hello,

I am currently facing a release strategy issue.

My purchase requisition release strategy is at item level and driven by the cost center.

Below the validation steps :

- The first validation step is done by the cost center owner for amount above \$ 5k.

- The second validation step is done by approver n°2 for amount above \$ 10k.

- The third validation step is done by approver n°3 for amount above \$ 20k.

But currently, if an user creates a purchase requisition with those lines :

- the first line with an amount of \$ 6k

- the second line with an amount of \$ 15k

- the third line with an amount of \$ 21K

The first line will be approved by cost center owner (because amount > \$ 5k).

The second line will be approved by approver n°2 (because amount > \$ 10k).
The third line will be approved by approver n°3 (because amount > \$ 20k).

Issue : The total amount of the purchase requisition is \$ 42k, but the approver n°3 only approved the third line.

Another example : if an user creates a purchase requisition with those lines :

- the first line with an amount of \$ 6k

- the second line with an amount of \$ 15k

- the third line with an amount of \$ 17K

The first line will be approved by cost center owner (because amount > \$ 5k).

The second line will be approved by approver n°2 (because amount > \$ 10k).
The third line will be approved by approver n°2 (because amount > \$ 10k).

Issue : The total amount of the purchase requisition is \$ 38k, but the approver n°3 won't approved the requisition because each line has an amount below \$ 20k.

In order to solve this issue, I can change the purchase requisition release strategy at header level. But then I will need to redefine the first step of the validation regardless the cost centers ? How can I solve this issue without losing my cost center approbation level ?

Thank you,

Regards,

Tom

Jagdeep Singh Choudharyreplied

Hey Tom

If you want to move to header level you need to take following point

- All PR line items should have one common cost centers.. if user able to create PR with 2-3 cost centers your release strategy will fail .. You can have 2-3 CC in same release strategy if they have same approvers

You also have to activate release strategy for PR document type for header level as well as release group when you do configuration

You can easily achieve you are looking for but there if you have 500 cost centers.. consider 3 combination then  you have to option to create 1500 release strategy in your system You have consider amount configuration and also release codes for security roles.. there is certain limit in terms of configuration as release strategy have 2 characters..

0 View this answer in context
View more on this topic or