Purchase Order Maintenance - Authorisation tab
Use the Authorisation tab to:
- view information about the authorisation status of the purchase order
- authorise or deny purchase orders.
There are two categories of user who can authorise purchase orders:
- A user who belongs to the SuperAuthorisor group can authorise any purchase order. See Group/User Security Maintenance - Groups View in the System maintenance manual.
- Each business can set up one or more people to authorise purchase orders within that unit only. See Module > System > Finance Configuration Maintenance > Business Units > Purchase Orders.
Opening the Authorisation tab
To open the Authorisation tab:
- Select Module > Creditors > Purchase Order Maintenance.
The Set Purchase Order Search Criteria window is displayed.
Tip: You can also access the purchase order functions by clicking 
.
- Search for the purchase order. See Searching for purchase orders.
- Open the purchase order.
The General tab of the Purchase Order Maintenance window is displayed.
- Click the Authorisation tab.
The Authorisation tab of the Purchase Order Maintenance window is displayed.
Purchase Order Maintenance - Authorisation tab key fields and buttons
Fields
Field
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Description
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Name of the person who placed the order.
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Any comments or notes regarding the order.
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Authorisation status of the order. Values include:
- Authorised
- Denied
- Requested
- Reviewed.
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Name of the person who set the authorisation status of the order.
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Any comments or notes regarding the authorisation status.
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Buttons
Button
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Description
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Authorise the purchase order.
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Display a history of authorisation changes made to the order.
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Last modified: 5/03/2013 12:27:23 PM
© 2013 Synergetic Management Systems. Published 15 October 2013.
