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issuing_goods:invoice_authorisation [2013/06/01 10:05] – [Configure mSupply for Invoice Authorisation] paul | issuing_goods:invoice_authorisation [2013/06/02 09:12] (current) – removed paul | ||
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- | ===== Invoice Authorisation ===== | ||
- | {{entry> | ||
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- | mSupply provides the feature of subjecting Customer and Supplier Invoices to authorisation. Authorisation may be done for a number of reasons, typically value based, and may set to be allowed by only a restricted user or set of users. | ||
- | < | ||
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- | ===Configure mSupply for Invoice Authorisation=== | ||
- | * First give the appropriate user the permission to manage authorisation of invoices. | ||
- | * 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}} | ||
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- | ===Configure mSupply for Invoice Authorisation=== | ||
- | * Set Store preferences to allow for authorisation of invoices. Click drop down menu **Special> | ||
- | {{ store_pref_ci_si_auth.png? | ||
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- | ===Create a Supplier Invoice for authorisation === | ||
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- | From the Navigator click section Suppliers and click New Supplier Invoice. | ||
- | {{ screen_shot_2013-05-23_at_10.18.16.png? | ||
- | Click the authorise button at the bottom left of the window. | ||
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- | ===Create a Customer Invoice for authorisation === | ||
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- | From the Navigator click section Customers and click New Customer Invoice. | ||
- | {{ si_auth.png? | ||
- | Click the authorise button at the bottom left of the window and click OK to return to the Navigator. | ||
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- | ===Prin an invoice with Authorisation status set === | ||
- | 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** | ||
- | * 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**. | ||
- | {{ ci_unauth_repo.png? | ||
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- | NOTE: The unauthorised watermark on the background of the invoice. | ||
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- | ===View authorisation logs === | ||
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- | When an invoice is authorised a log is created. View authorisation logs from log tab. | ||
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- | {{ authorised_log.png? | ||
- | \\ | ||
- | // Previous: [[currencies|currencies]] | ||
- | ---- struct data ---- | ||
- | ---- | ||