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issuing_goods:authorise_customer_invoice [2013/05/24 04:20] – paul | issuing_goods:invoice_authorisation [2013/06/02 09:06] – [View authorisation logs] paul | ||
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{{entry> | {{entry> | ||
- | mSupply provides the feature of subjecting Customer and Supplier Invoices to authorisation. | + | mSupply provides the feature of subjecting Customer and Supplier Invoices to authorisation. |
< | < | ||
===Configure mSupply for Invoice Authorisation=== | ===Configure mSupply for Invoice Authorisation=== | ||
- | * Set Store preferences to allow for authorisation of invoices. Click drop down menu **Special> | + | |
+ | * Click drop down menu **File> Edit Users...** double click the appropriate user and in the window that appears click on tab **Permissions (3)** and tick to turn on the **Edit Store Details** checkbox and click **OK**. | ||
+ | {{ ci_auth_permission.png? | ||
+ | |||
+ | ===Configure mSupply for Invoice Authorisation=== | ||
+ | | ||
{{ store_pref_ci_si_auth.png? | {{ store_pref_ci_si_auth.png? | ||
===Create a Supplier Invoice for authorisation === | ===Create a Supplier Invoice for authorisation === | ||
- | From the Navigator click section Suppliers and click New Supplier Invoice. | + | From the Navigator click section Suppliers and click **New Supplier Invoice**. Enter your supplier and add items to the Invoice. |
{{ screen_shot_2013-05-23_at_10.18.16.png? | {{ screen_shot_2013-05-23_at_10.18.16.png? | ||
- | Click the authorise | + | Click the **Authorised** |
===Create a Customer Invoice for authorisation === | ===Create a Customer Invoice for authorisation === | ||
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< | < | ||
- | ===Prin an invoice with Authorisation status set === | + | ===Print an invoice with Authorisation status set === |
- | When an invoice is not authorised an attempt to print it will produce and invoice with an ' | + | When an invoice is not authorised an attempt to print it will produce and invoice with an ' |
* From the Navigator click section **Customers** and select **View Customer Invoices** | * From the Navigator click section **Customers** and select **View Customer Invoices** | ||
* Select an invoice with unset authorisation. | * Select an invoice with unset authorisation. | ||
- | * In the main invoice window that appears select the **Print** check box at the bottom right and and click **OK**. | + | * In the main invoice window that appears select the **Print** check box at the bottom right and and click **OK** |
+ | * Select preview and and a report like the one below will appear. | ||
{{ ci_unauth_repo.png? | {{ ci_unauth_repo.png? | ||
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{{ authorised_log.png? | {{ authorised_log.png? | ||
\\ | \\ | ||
- | // Previous: [[currencies|currencies]] Next: [[keybrd_scuts|keyboard shortcuts]]// | + | // Previous: [[foreign_currency_transactions|Foreign currency transaction]] Next: [[misc_labels|Miscellaneous labels]]// |
+ | |||
---- struct data ---- | ---- struct data ---- | ||
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