other_stuff:remote_authorisation

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other_stuff:remote_authorisation [2023/01/10 05:24] – [26.15. Remote authorisation] Mark Gloverother_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 (called internal orders - see the [[purchasing:ordering_from_one_store_to_another#internal_orders|6.04. Ordering from one store to another]] page for details) that can be remotely authorised. Other requisition types or response requisitions made manually can **not** be remotely authorised.+Only response requisitions (those made in response to request requisitions, called internal orders - see the [[purchasing:ordering_from_one_store_to_another#internal_orders|6.04. Ordering from one store to another]] page for details,  can be remotely authorised). Other requisition types or response requisitions made manually can **not** be remotely authorised.
 </WRAP> </WRAP>
  
  
-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:+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   * Approve
   * Edit and approve   * Edit and approve
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 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 by vertical program. +A masterlist can be used to represent a vertical program so this method can also be thought of as authorisation by vertical program. 
  
 Authorisers can also be set up with **auto-authorisation**, where transactions will automatically be authorised if the user has not approved or denied the transaction before the set **auto-authorise period** has elapsed.  Authorisers can also be set up with **auto-authorisation**, where transactions will automatically be authorised if the user has not approved or denied the transaction before the set **auto-authorise period** has elapsed. 
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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's preferences: 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's preferences:
  
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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// checkboxe to turn remote authorisaiton on for that store.+4. Check the //Use remote authorisation for response requisitions// checkbox to turn remote authorisation on for that store.
  
 {{ :other_stuff:authorisation_pref.png?600 |}} {{ :other_stuff:authorisation_pref.png?600 |}}
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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' remote authorisation processes// checkbox to turn remote authorisation on for that store. 
 + 
 +{{ :other_stuff:pasted:20230120-123023.png?600 |}} 
 + 
 +5. Click the **OK** button to save the changes. 
 + 
 +From now on, response requisitions produced from internal orders from this store must be authorised before being confirmed.
  
 ====Set up authorisers==== ====Set up authorisers====
  • Last modified: 2023/01/10 05:24
  • by Mark Glover