other_stuff:invoice_authorization

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other_stuff:invoice_authorization [2021/10/15 14:01] – [Customer invoice authorisation] Gary Willettsother_stuff:invoice_authorization [2026/09/08 22:14] (current) – [Customer invoice authorisation] Mark Glover
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-{{indexmenu_n>170}} +{{indexmenu_n>140}} 
-====== 26.15. Authorisation ======+====== 26.14. Authorisation ======
 Sometimes it is important that certain critical processes are not carried out until they have been **authorised**.  mSupply allows authorisation to be set according to local needs for: Sometimes it is important that certain critical processes are not carried out until they have been **authorised**.  mSupply allows authorisation to be set according to local needs for:
  
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   * [[other_stuff:invoice_authorization#customer_invoice_authorisation|Customer invoices]]   * [[other_stuff:invoice_authorization#customer_invoice_authorisation|Customer invoices]]
  
-Requisitions can be authorised using the remote authurisation app. See the [[other_stuff:remote_authorisation|]] page for details about that.+**Response Requisitions** can be authorised using the remote authurisation app. See the [[other_stuff:remote_authorisation|]] page for details about that.
  
  
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 Certain users must be designated as authorisers for each store by giving them permissions to authorise different transaction types. Certain users must be designated as authorisers for each store by giving them permissions to authorise different transaction types.
  
-To do this, choose to //File > Edit users// from the menus and double-click on the user (or change the **Show** drop down list to //Group// and double-click on the group of users) you want to designate as an authoriser and give them the //Authorise purchase orders//, //Authorise goods received//, // Authorise customer invoices// or //Authroise supplier invoices// permissions in the appropriate stores.+To do this, //File > Edit users// from the menus and double-click on the user (or change the **Show** drop down list to //Group// and double-click on the group of users) you want to designate as an authoriser and give them the //Authorise purchase orders//, //Authorise goods received//, // Authorise customer invoices// or //Authorise supplier invoices// permissions in the appropriate stores.
  
 See the [[admin:managing_users|]] page for details on where to find these permissions. See the [[admin:managing_users|]] page for details on where to find these permissions.
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   * If the invoice is confirmed (//cn//), the goods have already been entered into stock. If you unauthorise it, users will be able to edit it again and any changes users make will affect stock levels immediately. It is good practice, therefore, to only unauthorise a confirmed invoice to make changes immediately and the reauthorise it straightaway.   * If the invoice is confirmed (//cn//), the goods have already been entered into stock. If you unauthorise it, users will be able to edit it again and any changes users make will affect stock levels immediately. It is good practice, therefore, to only unauthorise a confirmed invoice to make changes immediately and the reauthorise it straightaway.
  
-<WRAP center round tip 60%>+<WRAP center round important 60%>
 When supplier invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: When supplier invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then:
   * Unauthorised invoices are held at suggested (sg) status.   * Unauthorised invoices are held at suggested (sg) status.
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 If the **OK** button is clicked while the **Authorised** checkbox is unchecked, a warning message will appear stating that unauthorised invoices cannot be confirmed and nothing will happen. If the **OK** button is clicked while the **Authorised** checkbox is unchecked, a warning message will appear stating that unauthorised invoices cannot be confirmed and nothing will happen.
  
-<WRAP center round tip 60%>+<WRAP center round important 60%>
 When customer invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: When customer invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then:
   * Unauthorised invoices are held at suggested (sg) status.   * Unauthorised invoices are held at suggested (sg) status.
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 {{ :purchasing:purchase_order_authorise.png?600 |}} {{ :purchasing:purchase_order_authorise.png?600 |}}
  
-An unauthorised purchase order can still be confirmed and have goods receipted against it so it is not as restrictive as authorisation on, for example, customer or supplier invoices. +<WRAP center round important 60%> 
 +  * An unauthorised purchase order can still be confirmed and have goods receipted against it so it is not as restrictive as authorisation on customer or supplier invoices.  
 +  * However, an unauthorised purchase order will print with an //Unauthorised// watermark across it. An authorised purchase order will print without the watermark. 
 +</WRAP>
  
-However, an unauthorised purchase order will print with an //Unauthorised// watermark across it. An authorised purchase order will print without the watermark. 
  
  
  • Last modified: 2021/10/15 14:01
  • by Gary Willetts