Purchasing-Cannot Route Requisition for Authorization

Applies to: EAM v11 Functional Areas: Admin & Finance

Last Reviewed: 04/26/2023

Reported Issue:

Receive error message when trying to route requisition for authorization

Error Message Sample:

Root Cause #1 & #2 below

Root Cause #3 below

Root Cause:

User Id is missing Browse Sub Module Acct Grps (Account Groups), CC Grps (Cost Center Groups) and Appr Grps (Approval Groups)
Requisition Misc Tab Expense Account/Cost Center is not included in Utilities Group Maintenance Account/Cost Center Groups
Requisition Misc Tab Expense Account/Cost Center has no associated Utilities Code Maintenance Account/Cost Center Req Appr Grp (Requisition Approval Group)

Solutions:

The steps listed below provide support associates with instruction on how to

correct User Id Browse Sub Module Account and Cost Center Groups
correct the Account Groups, Cost Center Groups
correct the Account/Cost Center Code associated Req Approval Groups

LOG IN to NA EAM v11 Prod:

Select Site from Toolbar Options Site Preferences drop down list

USERID Correction Steps: (Performed by IT Service Desk)
1. Select System Admin module
2. Select User Maintenance menu option
3. Select Browse sub module
5. Select Acct Grps Tab Page
6. Select Add
7. Select Site
8. Select Acct Group
9. Select Save
10. Repeat steps 6-8 if more than one Acct Grp exists
11. Select Exit when all Acct Groups have been selected
12. Select Cc Grps Tab Page
13. Select Add
14. Select Site
15. Select Cc Group
16. Select Save
17. Repeat steps 13-15 if more than one Cc Grp exists
18. Select Exit when all Cc Groups have been selected
19. Select Appr Grps Tab Page
20. Select Add
21. Select Site
22. Select Stock Replenishment Multi-Line Requisition Approval Group identified in WI-EAM-ADM-125-EN User Unique Set Ups for MRO Crib Access on top of page 4
23. Select Save
24. Notify User User record has been updated and to try again
25. If EAM User still cannot route Requisition proceed to Account/Cost Center Group review
ACCOUNT/COST CENTER GROUP Review Steps: (Performed by Finance Only)
1. Note Account No and Cost Center that appear on the Requisition Misc Tab Expense section
2. Select Utilities module
3. Select Group Maintenance menu
5. Select Account Group Maintenance
6. Select Acct Group “GEN”
7. Select Accounts Tab Page
8. Scroll down searching for Acct No on Purchase Req
9. If Acct No does not display it needs to be added to the “GEN” Acct Group
10. Select Exit
11. Instruct User to contact Plant Controller to add Acct No to the “GEN” Acct Group
12. Select Cost Center Group Maintenance
14. Select Cc Group “GEN”
15. Select Cst Cntrs Tab Page
16. Scroll down searching for Cost Center on Purchase Req
17. If Cost Center does not display it needs to be added to the “GEN” Acct Group
18. Select Exit
19. Instruct User to contact Plant Controller to add Cost Center to the “GEN” Cost Center Group
20. If EAM User still cannot route requisition proceed to Account/Cost Center Requisition Approval Group association review
ACCOUNT/COST CENTER Requisition Approval Group Association Review Steps: (Performed by Finance Only)

Select Utilities module
Select Code Maintenance
Select Account Maintenance
If Requisition Account number is in the 1000 (Asset) range - Enter Requisition Account No in the Acct No Search field
If the Req Appr Grp field is empty there is no associated Purchase Requisition Approval Group to the Asset account
Select Exit
Instruct User to contact Plant Controller to add a Purchase Requisition Approval Group to the Asset Account No Req Appr Grp field
Select Cost Center Maintenance if Requisition Account number is not in the 1000 (Asset) range
Enter Cost Center on Purchase Req in Cost Center Search field
If the Req Appr Grp field is empty there is no associated Purchase Requisition Approval Group to the Cost Center
Select Exit
Instruct User to contact Plant Controller to add a Purchase Requisition Approval Group to the Cost Center Req Appr Grp field
If EAM User still cannot route Requisition Contact ERP Support

Related Documentation:

Location

Path

Document

Autokiniton Intranet Documents > EAM SOP > Functional Area Instruction Guides > IT Service Desk >
WI-EAM-ADM-125-EN User Unique Set Ups for MRO Crib Access
Autokiniton Intranet Documents > EAM SOP > EAM v11 Work Instructions > Utilities Module > Accounting
WI-EAM-FIN-110-EN Account Group Maintenance
Autokiniton Intranet Documents > EAM SOP > EAM v11 Work Instructions > Utilities Module > Accounting
WI-EAM-FIN-115-EN Cost Center Maintenance
Autokintion Intranet Documents > EAM SOP > EAM v11 Work Instructions > Utilities Module > Accounting
WI-EAM-FIN-100-EN Download Financial Information from MFG-PRO