Invoice Authorisation

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mSupply provides the feature of subjecting Customer and Supplier Invoices to authorisation. Authorisation may be done for a number of reasons, typically value based, and may set to be allowed by only a restricted user or set of users. <note>Invoices that are subject to authorisation and are unauthorised are held in status 'sg' or suggested status. This means the official invoice can not be printed until the invoice is authorised.</note>

Configure mSupply for Invoice Authorisation

First give the appropriate user the permission to manage authorisation of invoices.

Click drop down menu File> Edit Users… double click the appropriate user and in the window that appears click on tab Permissions (3) and tick to turn on the Edit Store Details checkbox and click OK.

Configure mSupply for Invoice Authorisation

Set Store preferences to allow for authorisation of invoices. Click drop down menu Special> Store.. click tab Preferences and check boxes Customer invoices must be authorised and Supplier invoices must be authorised. Click OK to return to the Navigator.

Create a Supplier Invoice for authorisation

From the Navigator click section Suppliers and click New Supplier Invoice. Enter your supplier and add items to the Invoice. Click the authorise button at the bottom left of the window.

Create a Customer Invoice for authorisation

From the Navigator click section Customers and click New Customer Invoice. Enter your customer and add items to the Invoice. Click the authorise button at the bottom left of the window and click OK to return to the Navigator.

<note>Log in as another user while the invoice is not authroised to show the user cant confirm the invoice.</note>

Prin an invoice with Authorisation status set

When an invoice is not authorised an attempt to print it will produce and invoice with an 'unauthorised' watermark.

From the Navigator click section Customers and select View Customer Invoices

Select an invoice with unset authorisation.

In the main invoice window that appears select the Print check box at the bottom right and and click OK.

NOTE: The unauthorised watermark on the background of the invoice.

View authorisation logs

When an invoice is authorised a log is created. View authorisation logs from log tab.

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