Creating pre-authorization requests

The Create Pre-Authorization Request screen is where you begin the process of creating a new request from a list of your company's forms. We split the create functions for requests and reports onto two screens to make it easier to find the form that you are looking for.

Do one of the following to access the Create Pre-Authorization Request screen.

When you log in, select Create a request from the Go to dropdown list.
From the upper-left corner of any application screen, click Expense > Pre-Authorization > Create.
From any pre-authorization request screen, click the Create Pre-Authorization tab.

This item...	Is for this purpose...
Vendor and Currency	This field appears only if you have more than one vendor number, in which case you must make a selection in order to create a request. Select the appropriate vendor number and its corresponding currency from the dropdown list. In previous versions, the prompt to select a vendor appeared on a separate screen, after you selected the form from which you wanted to create a request.
Pre-Authorization tabs New!	These tabs let you quickly move among your different options for pre-authorization requests. You are currently in the Create Pre-Authorization tab. From here, you can click: Edit Pre-Authorization to work on a request that you already created. Once you select the form from which you want to create a request, e-xpense automatically brings you to this tab. View Pre-Authorization to view a request that you already created, in read-only format.
Create	Once you find the form for which you want to create a pre-authorization request, click Create to the left of the form. If you do not see the form, then you can go straight to creating a report.