Example of authorisation rules using rule groups
In this company, high value purchase orders (over £10,000) have to be authorised by the Finance Director. Orders over £20,000 have to be authorised by the Finance Director and the Managing Director. Orders under £10,000 have to be authorised by the relevant department manager.
-
The following authorisation rules are set up:
Authorisers Lower value
>=
Upper value
<
Order originators Rule group Account Manager £0 £10,000 Accounts 0 Sales Manager
£0 £10,000 Sales Department 0 Finance Director £10,000 - Anyone
1 Managing Director £20,000 - Anyone 2 These rules mean that:
- Orders up to £10,000, placed by the Sales department, must be authorised by the Sales Manager.
- Orders up to £10,000, place by the Accounts department, must be authorised by the Accounts Manager.
- All orders over £10,000 must be authorised by the Finance Director.
- All orders over £20,000 must be authorised by the Finance Director and the Managing Director.
- The following orders are entered:
- Order A for £12,000 for the Sales department.
- Order B for £25,000 for the Sales department.
- The Finance Director opens the Authorise orders windows and authorises both of the orders. The authorisation status of the Order A changes to Authorised. Order B remains as Not authorised. As the order is more than £20,000, it must also be authorised by the Managing Director.
- The Managing Director opens the Authorise orders window and authorises Order B. Order B is now authorised.