Use the Authorisation tab to:
- view information about the authorisation status of the purchase order
- authorise or deny purchase orders.
See Changing the authorisation status of purchase ordersAnchor H_32099 H_32099 (on page ).
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 Synergetic System maintenance manual.
- Each business can set up one or more people to authorise purchase orders within that unit only. See Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab in the Synergetic Finance manual.
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To open the Authorisation tab:
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Purchase Orders Maintenance - Authorisation tab key fields and buttons
Ordered by area fields
Field | Description |
|---|---|
Ordered By | Name of the person who placed the order. |
Comments | Add comments or notes regarding the order. |
Authorisation area fields
Field | Description |
|---|---|
Authorisation Status | Authorisation status of the order. Values include:
See luPurchaseOrderAuthorisationStatus lookup table in the Synergetic Finance manual. |
Authorised By | Name of the person who set the authorisation status of the order. |
Comments | Any comments or notes regarding the authorisation status. |
Buttons
Button | Description |
|---|
| Authorise the purchase order. |
| Move to the Purchase Order History tab. |
Common fields
Field | Description |
|---|---|
Order Number | Unique number identifying the purchase order. |
Ordered By | Community member who created the purchase order. |
Status | Authorisation status of the purchase order. |
Common buttons
Button | Description |
|---|
| Delete the selected purchase order. See Deleting purchase orders |
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| Click to launch the New Purchase Order window to create a new purchase order. See Creating new purchase orders |
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| Click to launch the Search Purchase Orders window to change your search criteria. See Searching for purchase orders |
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| Click to cancel the selected purchase order. |
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| Save changes made to the purchase order. |
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