In this guide, we show How to Authorise a Purchase Request or Purchase Order in the MAT Finance Module. This is a guide for the authorisers, that is Head Teachers or Budget Holders.
Access: The minimum permissions required to Authorise a Purchase Request or Purchase Order are found in the MAT Finance Module section of Config > Setup > Roles & Permissions.
To begin, from the left Menu, go to Finance > Procurement > Search / Authorise.
Once the page loads, complete the Parameters based on the required data. There is a Select All option within each of them if needed. Only the Date Range needs to be set manually.
Pressing Apply after choosing Parameters produces a table of requests at the bottom of the page.
Select the request(s) to Authorise and press Authorise.
In the next box, select the Order Request(s) and Approve.
This is now sent back to the person who raised the Order to say it has been approved and is ready to order. They are notified of this by an alert in the Notifications panel at the top of the MIS when they next log in.
Once Authorised, return to Finance > Search / Authorise and set the Parameters again. This allows for the searching of the Purchase Request to see that is has been Approved and Posted.
