Purchase Order Maintenance - Authorisation tab

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Last updated: Feb 24, 2017 by Former user (Deleted)

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:

  1. 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.
  2. 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.

 

 Opening the Authorisation tab

To open the Authorisation tab:

  1. 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 . 
  2. Search for the purchase order. See Searching for purchase orders.
  3. Open the purchase order.
    The General tab of the Purchase Order Maintenance window is displayed.
  4. 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
  • Denied
  • Department Approved
  • Requested
  • Reviewed.

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.