Create Purchasing Signatories

Click here for more information on signatories.

Create purchasing signatories

1. Select Signatories under Purchasing from the Purchasing & AP menu, and the Purchasing Signature List window opens.

2. Click Add Signatory, and the New Purchasing Signatory window opens.

3. Enter the Name, and click Create. The new signatory is saved, and other tabs are displayed.

4. Click Edit Identifier, and the Edit Identifier window opens.

5. Complete the fields as described below.

• Name: Enter a title for this signatory level.

• Signature Sequence: Enter a number to indicate the order in which this signatory must approve the requisition. In a three-level approval process, we recommend using the numbers 0-10 for the first level, 11-19 for the second level, and 20-29 for the final level.

• Blocking: Select from Blocks review process until provided and Does NOT block review process. In a three-level approval process, you will want to designate the first two levels of signatory as blocking levels because you wouldn't want the final signatory to approve the requisition if the signatory on the first or second level was not going to approve it.

• Printable: Select from Does NOT print on purchasing documents and Prints on purchasing documents. You may want three users to sign the document, but only one signature to print on the document.

• Criteria Mode: Defaults to the recommended Use Editor-Based Criteria.

6. Click Save, and you're returned to the General Information tab.

Continue to Add Criteria to Purchasing Signatories

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