Removing Authorization from a Purchase Order

To remove authorization from a Purchase Order, the user must have the appropriate security authorization. For Authorized purchase orders, the user must be authorized to authorize or reject a purchase order but did not create the purchase order.

To open a purchase order:

1. From anywhere in IntelliDealer, navigate to Financial Management > Accounts Payable > Purchase Order.

   The Purchase Orders screen appears.

   Purchase Orders screen

   

2. Search for a purchase order by selecting a status relevant to your search. For example, use either On Order or Back Order for receiving a purchase order and use Waiting for Authorization when Authorizing a purchase order. Fill out any other fields in order to narrow down your search. Then click Go >>.

   The Purchase Orders screen refreshes listing the generated search results.

3. Move the cursor over the PO Number and select Edit from the pop-up menu.

   Selecting a Purchase Order for edit

   
   

   The Purchase Order General tab appears.

   
   

 

To remove the authorization from a purchase order:

1. Click Remove Authorization.

   The Remove Authorization screen appears.

   
   

2. In the text box provided, enter the reason why the authorization has been removed from the selected purchase order.

3. Click Save, returning the purchase order to the Waiting for Authorization status.

   Purchase Order General tab

   
   

Security: 603 - PO System

Revision: 2024.01