Purchase Orders Maintenance - Authorisation tab

Use the Authorisation tab to:

See Changing the authorisation status of 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 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.

Opening the Authorisation tab

To open the Authorisation tab:

Select Finance > Purchase Orders from the SynWeb main menu.
The Search Purchase Orders window is displayed.
Search for a purchase order. See Searching for purchase orders (on page ).
The General Details, Options & Creditor tab of Purchase Orders Maintenance is displayed.
Click the Authorisation tab.
The Authorisation tab of Purchase Orders Maintenance is displayed.

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:

Authorised
Denied
Requested
Reviewed
In process
Department Approval.
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.
	Click to launch the New Purchase Order window to create a new purchase order. See Creating new purchase orders.
	Click to launch the Search Purchase Orders window to change your search criteria. See Searching for purchase orders.
	Click to cancel the selected purchase order.
	Save changes made to the purchase order.