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Additional Options for Order Authorisation

Article Number: 41 | Rating: Unrated | Last Updated: Wed, Jun 14, 2023 at 5:00 PM

Datafile Software

Additional Options for Order Authorisation

The Order Authorisation options, primarily used in Purchase Order Processing but also available for Sales Order Processing, allow for the setting of up to five user-id’s and the order value limits up to which they are allowed to authorise orders for together with a general authority level setting and order value setting.Release 6.5 extends these options to allow the setting or order authorisation limits for all users and to allow automatic order authorisation options within document processing.

Installation

Setting Order Authorisation Limits

The order value limits for each user are recorded against the users parameter settings within the List of User Id’s option on the MASTER user sign-on. Sign-on to the system as the MASTER user and select the List of User Id’s option before selecting a user who you wish to set limits for.

Authorisation Limits – SOP / POP – enter the order authorisation limits for sales and purchase orders. Note that as these limits are recorded against the user-id they do apply cross-company to each company configured for order authorisation.

Interaction of Order Authorisation Limits

These new facilities for order authorisation limits interact with the existing limit settings within the Authorisation configuration settings on the basis that the highest applicable value of the user-id setting, the named user setting or the authority level setting is applied.

There is a difference with how a zero value is treated between the two options. In the user-id authority level settings 0.00 is treated as zero (the user can’t authorise any orders) but within the application parameters the 0.00 value is treated as ‘unlimited’ and any order can be authorised.

Document Design Parameters

A new option has been added to the Document Design Parameters for each sales/purchase order document to allow for orders to be authorised automatically as part of the document processing where the users authorisation value is higher than the order value of the document to be processed.

To update the Document Design select Installation from the main menu followed by the Application Manager option and then Document Design Manager.Select the appropriate Order Processing application and the required document type before entering the parameter number of the document required. When the document mask is displayed on screen select the Parameters option from the main toolbar – the new parameter is at the bottom right of screen 1.