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 Purchase Orders sub-tab of the Business Units tab of Finance Configuration Maintenance.
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 | Description |
|---|---|
Ordered By | Name of the person who placed the order. |
Comment | Any comments or notes regarding the order. |
Auth'n Status | Authorisation status of the order. Values include:
|
Authorised By | Name of the person who set the authorisation status of the order. |
Comment | Any comments or notes regarding the authorisation status. |
Buttons
Button | Description |
|---|---|
| Authorise the purchase order. |
| Display a history of authorisation changes made to the order. |
