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other_stuff:remote_authorisation [2023/01/10 05:23] – [26.15. Remote authorisation] Mark Glover | other_stuff:remote_authorisation [2023/05/10 14:43] (current) – [For the store receiving requisitions that must be authorised] Gary Willetts | ||
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<WRAP center round important> | <WRAP center round important> | ||
- | Only response requisitions (those made in response to request requisitions | + | Only response requisitions (those made in response to request requisitions, called internal orders - see the [[purchasing: |
</ | </ | ||
- | When an authorisation request is made, authorisers receive an email containing a link to the web app. When the authoriser logs in, they are shown all pending authorisations which they can either approve, edit and approve | + | When an authorisation request is made, authorisers receive an email containing a link to the web app. When the authoriser logs in, they are shown all pending authorisations which they can then do any of: |
+ | * Approve | ||
+ | * Edit and approve | ||
+ | * Deny | ||
===== Authorisation by masterlist/ | ===== Authorisation by masterlist/ | ||
In the remote authorisation module authorisers can only authorise the requisition lines which belong to items on the master list they are able to authorise for. | In the remote authorisation module authorisers can only authorise the requisition lines which belong to items on the master list they are able to authorise for. | ||
- | A masterlist can be used to represent a vertical program so this method can also be thought of as authroisation | + | A masterlist can be used to represent a vertical program so this method can also be thought of as authorisation |
Authorisers can also be set up with **auto-authorisation**, | Authorisers can also be set up with **auto-authorisation**, | ||
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===== Setup ===== | ===== Setup ===== | ||
====Turn on remote authorisation==== | ====Turn on remote authorisation==== | ||
+ | ===For the store receiving requisitions that must be authorised=== | ||
Remote authorisation must be turned on for **each store separately**. This means that, in the same datafile, some stores can use it while others do not. You turn it on for a store in the store' | Remote authorisation must be turned on for **each store separately**. This means that, in the same datafile, some stores can use it while others do not. You turn it on for a store in the store' | ||
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3. Click on the **Preferences** tab. | 3. Click on the **Preferences** tab. | ||
- | 4. Check the //Use remote authorisation for response requisitions// | + | 4. Check the //Use remote authorisation for response requisitions// |
{{ : | {{ : | ||
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5. Click the **OK** button to save the changes. | 5. Click the **OK** button to save the changes. | ||
- | From now on, response requisitions produced from request requisitions (internal orders) must be authorised before being confirmed. | + | ===For the store placing a requisition that must be authorised=== |
+ | |||
+ | 1. Choose //Special > Show stores// from the menus. | ||
+ | |||
+ | 2. Double click the store to edit. | ||
+ | |||
+ | 3. Click on the **Preferences** tab. | ||
+ | |||
+ | 4. Check the //Include requisitions from this store in suppliers' | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 5. Click the **OK** button to save the changes. | ||
+ | |||
+ | From now on, response requisitions produced from internal orders | ||
====Set up authorisers==== | ====Set up authorisers==== |