[[other_stuff:invoice_authorization]]

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other_stuff:invoice_authorization [2019/10/25 18:11]
Emily Porrello [Purchase order authorisation]
other_stuff:invoice_authorization [2020/01/07 01:05] (current)
Lou Lomas ↷ Links adapted because of a move operation
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 Authorisation can be set according to local needs for: Authorisation can be set according to local needs for:
-  * Customer ​Invoices +  * Customer ​invoices 
-  * Supplier ​Invoices +  * Supplier ​invoices 
-  * Request Requisitions +  * Goods receipt 
-  * Response Requisitions +  * Purchase ​orders
-  * Purchase ​Orders+
  
 Authorisation can either occur within mSupply or externally using the mSupply web authorisation system (see **[[other_stuff:​remote_authorisation|Remote authorisation]]**). Authorisation can either occur within mSupply or externally using the mSupply web authorisation system (see **[[other_stuff:​remote_authorisation|Remote authorisation]]**).
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 {{ :​other_stuff:​ci_auth.png?​600 |}} {{ :​other_stuff:​ci_auth.png?​600 |}}
-==== Printing invoices which must be authorised ​==== + 
-When an invoice is not authorised, ​printing it will produce ​an invoice with an **Unauthorised** watermark: +===== Goods receipt authorisation ===== 
-{{ :issuing_goods:ci_unauth_repo.png?650 }}+When the **Goods received lines must be authorised** store preference is seteach new goods receipt line will contain ​an **Authorised** checkbox. 
 + 
 +An authoriser must check the **Authorised** box before the goods receipt can be confirmed. They may also click on a line and leave an **Authorisation comment** for individual items. 
 +  * The **Authorised** box and comments will be disabled for users without permission to authorise. 
 + 
 +{{ :other_stuff:authorisation_goods_receipt.png?600 |}} 
  
 ===== Purchase order authorisation ===== ===== Purchase order authorisation =====
 +When the **Purchase order must be authorised** store preference is set, new purchase orders will contain an **Authorised** checkbox.
  
-When a user is logged into a store with this preference turned onan //​Authorise//​ checkbox appears in the bottom left hand corner of purchase order:+An unauthorised purchase order **can** still be confirmed and have goods receipted against it so it is not as restrictive as, for example, a customer invoice or supplier invoice. ​
  
 {{ :​purchasing:​purchase_order_authorise.png?​600 |}} {{ :​purchasing:​purchase_order_authorise.png?​600 |}}
  
-An unauthorised purchase order will print with an "Unauthorised" ​watermark ​clearly visible ​across it.  An authorised purchase order will print //without// the watermark. ​This is the only difference authorising purchase orders makes - unauthorised ​purchase orders can still be confirmed and have goods receipted against them so it is not as restrictive asfor example, customer invoice authorisation.+However, an unauthorised purchase order will print with an **Unauthorised** watermark across it. An authorised purchase order will print without the watermark. 
 + 
 + 
 +===== Monitoring authorisations ===== 
 + 
 +=== Printing ​unauthorised ​invoices === 
 +When an invoice ​is **not** authorisedit will print with a clear **Unauthorised** watermark. Authorised invoices will print without the watermark. 
 +{{ :​issuing_goods:​ci_unauth_repo.png?650 }}
  
  
 +=== Viewing authorisation logs ===
 +mSupply records the authorisation and unauthorisation of invoices and creates a record every time the authorisation status of an invoice changes. ​
  
-==== View authorisation logs ==== +To view the recordsclick the **Log** ​tab of an invoice.
-mSupply records the authorisation and unauthorisation of invoices and creates a log record every time the authorisation status of an invoice changes. ​To view the log records click on the log tab of an invoice, as shown in the screenshot below.+
  
 {{ :​issuing_goods:​authorised_log.png?​650 }} {{ :​issuing_goods:​authorised_log.png?​650 }}
  
-You can also view all logs from **Special > View log...**. See [[tables:​foreign_keys|here]] for details.+Advanced users can also view all logs by going to **Special > [[tables_fields:​foreign_keys|View log...]]**
  
-// Previous: [[foreign_currency_transactions|Foreign currency transactions]]     ​Next: [[misc_labels|Miscellaneous labels]]//+\\ 
 +\\ 
 +|  ​//  Previous: ​ **[[other_stuff:​using_remote_client|22.15. Using the mSupply remote client]]** | | Next: **[[other_stuff:​remote_authorisation|22.17. Remote authorisation]]** //  |
  • Last modified: 2019/10/25 18:11
  • by Emily Porrello