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Automatically Clearing PO Authorization on Item Changes

Enhance your PO authorization process by having EPASS automatically clear the Authorization field whenever an Item is added or changed on a PO. This ensures that any updates made to the PO must be reauthorized.

Note

The Authorization field is only cleared when an Item is changed on the PO, not a Model.

Example

PO #1138 is created to order parts for a customer's appliance. A Purchaser approves the PO and enters their authorization code in the Authorized field and closes the PO. The following day, the PO is re-opened to add an additional Item to the PO. Because of this change, the PO would require reauthorization so EPASS automatically clears the PO's Authorized field and adds a note to the PO's Notepad.

Note

The setting for this feature is located in the PO Number table. An EPASS User will need access to System Maintenance to enable or disable the feature.

To Enable Automatic Clearing of PO Authorization on Item Changes​

  1. Go to Tools > System Maintenance. On the Tables tab, select PO Number, and then click Open.

  2. Select a PO Number code from the list, and then click Edit.

  3. Select Clear Authorized on Item Changes.

  4. Click OK.

  5. Repeat steps 2–4 to enable the feature on additional PO Number codes.

See Also​