Add or edit an authorisation rule

Open: Purchase Order Processing > POP Utilities > System Set Up > Maintain Authorisation Rules.

Click Add or Edit.

In the Rule Values section, set the lower and upper limits of the order value that will be covered by this authorisation rule.

The rule will be applied to orders with a gross amount in the range from the Value greater or equal to up to the Value less than amount.

If both values are set to zero, the rule will apply to all order amounts.
If the Value greater or equal to amount is zero, the rule will apply to all values up to the Value less than amount.
If the Value less than amount is zero, the rule will apply to all values greater or equal to the Value greater or equal to amount.

An explanation of the order values that will require authorisation is displayed.

If required, enter a Rule Group (from 0-9).

Use Rule Groups to create an authorisation rule where a purchase order must be authorised by more than one authoriser.

In the Configure authorisers section, select the users or roles (on the left) that can authorise orders for this rule.

To include everyone in the list, click Add All.

To include the highlighted users as authorisers for this rule (on the right), click Add Authoriser.

In the Configure order originators section, select the order originators that this rule will apply to.

To include everyone in the list, click Add All.

To include the highlighted users as originators for this rule (on the right), click Add Originator.

To save the rule, click OK.

Once you have set up your authorisation rules, you can test them to make sure you have set them up correctly.

Note:

If an authoriser or originator included in the rule no longer has access to the company in Sage 200, they will be listed as Invalid. If this occurs, you will be asked if you want to remove these users from the rule.

Users and roles are set up in System Administration.

Anyone	Any Sage 200 user with access to this company.
A role	All Sage users who are members of this role.
Individual users	The selected user.
[Project Manager]	A Sage 200 user specified as a Project Manager for a project in the Project Accounting module. If you specify [Project Manager] as Authoriser you cannot add other authorisers to this rule.

Anyone	Any Sage 200 user with access to this company data.
A role	All Sage 200 users who are members of the selected role.
Individual users	The selected user.
Unknown Originator	For purchase orders where the originator is not a Sage 200 user or is left blank.