Assign features for purchase order authorisation

There are a range of different tasks in the purchase order authorisation process. These are:

Authoriser.

This is the person who authorises the purchase order in accordance with the authorisation rules; e.g. a head of department.

Originator.

This is the person who requested the goods be ordered; e.g. a requisition manager, or warehouse manager.

Order Taker.

This is the person who actually enters the purchase order into Sage 200; e.g. a purchasing clerk.

Super Authoriser.

A super authoriser can authorise all purchase orders requiring authorisation regardless of the authorisation rules; e.g. a Finance Director or Managing Director.

Rule Administrator.

This is the person who sets up and manages the authorisation rules. This person could also control alternative authorisers; e.g. a Finance Director.

You need to decide which of your Sage 200 users has access to each of these tasks. A single Sage 200 user could have access to none, some, or all of these tasks. This helps to make sure that your authorisation process works smoothly and securely.

You control access to each of these tasks by assigning the relevant features to roles.

The authorisation tasks and their related features are as follows:

Level of authorisation	Tasks	Related feature
Order Taker	Can view the orders they have entered that are not authorised.	My Purchase Document Authorisation Workspace
Can view notification messages.	Purchase Document Notifications Workspace
Order Originator	Can view orders entered on their behalf that are not authorised.	My Purchase Document Authorisation Workspace
Can view notification messages.	Purchase Document Notifications Workspace
Authoriser	Can authorise orders according to the authorisation rules.	Authorise Purchase Orders
Can query authorisation requests.	Authorise Purchase Orders
Can set an alternative out of office authoriser for themselves.	Authorisation Out of Office
Can view orders requiring authorisation.	Purchase Order Authorisation Workspace
Can view notification messages.	Purchase Document Notification Workspace
Super Authoriser	Can authorise all orders.	Purchase Order Super Authoriser Permission
Can view purchase orders requiring authorisation.	Purchase Order Authorisation Workspace
Can view notification messages.	Purchase Order Authorisation Workspace
Rules Administrator	Can manage authorisation rules.	POP Authorisation Rules
Can view and clear the authorisation audit log.	POP Authorisation Audit Log
Can set alternative authorisers.	POP Alternative Authorisers

Level of authorisation

Tasks

Related feature

Order Taker

Can view the orders they have entered that are not authorised.

My Purchase Document Authorisation Workspace

Can view notification messages.

Purchase Document Notifications Workspace

Order Originator

Can view orders entered on their behalf that are not authorised.

My Purchase Document Authorisation Workspace

Can view notification messages.

Purchase Document Notifications Workspace

Authoriser

Can authorise orders according to the authorisation rules.

Authorise Purchase Orders

Can query authorisation requests.

Authorise Purchase Orders

Can set an alternative out of office authoriser for themselves.

Authorisation Out of Office

Can view orders requiring authorisation.

Purchase Order Authorisation Workspace

Can view notification messages.

Purchase Document Notification Workspace

Super Authoriser

Can authorise all orders.

Purchase Order Super Authoriser Permission

Can view purchase orders requiring authorisation.

Purchase Order Authorisation Workspace

Can view notification messages.

Purchase Order Authorisation Workspace

Rules Administrator

Can manage authorisation rules.

POP Authorisation Rules

Can view and clear the authorisation audit log.

POP Authorisation Audit Log

Can set alternative authorisers.

POP Alternative Authorisers