In this guide, we will show you how to Authorise a Purchase Order within the Finance Module.
Access: The minimum permissions required to Authorise a new Purchase Order are found in the Finance Module of Config>Setup>Roles & Permissions.
Pre-requisites: In order to authorise a Purchase Order, one must exist within the Finance Module already. You can use the following guide to add one: How to Create a New Purchase Order.
To begin, go to Module>Finance>Purchase Orders.
This will take you to the Purchase Order List where you can find all functions relating to the Purchase Order process.
To view the Purchase Order List for Purchase Orders with the Order Status – Not Yet Authorised, set the Purchase Order Filters to show only a tick against Not Yet Authorised.
Click to highlight all Purchase Orders you wish to Authorise.
The Status of the Purchase Orders will now be shown as Authorised.
These can be viewed by setting the Purchase Order Filters to show a tick against Authorised.
If you wish to review the Purchase Order before Authorisation, highlight the Purchase Order you wish to review and click View/Edit.
Once you have reviewed the Purchase Order, click Authorise.
The Status of the Purchase Order will now be shown as Authorised.
Now the Purchase Order has been Authorised, it can be sent to the Supplier via the Order Method selected during the process of Creating a New Purchase Order.