Examples of authorisation rules

Purchase orders up to £10,000 must be authorised by the Accounts Manager. Orders of over £10,000 must be authorised by the Finance Director.

1. The following authorisation rules are set up.

   Authorisers	Lower value >=	Upper value <	Order originators	Rule Group
   Accounts Manager	£0	£10,000	[Anyone]	0
   Finance Director	£10,000	-	[Anyone]	0

   These rules will mean that:

   • Orders from £0 and less than £10000 must be authorised by the Accounts Manager.
   • Orders of £10000 and above must be authorised by the Finance Director.
2. Two purchase orders are entered. One for £500 and one for £12,000. The authorisation status of both orders is Not authorised.
3. The Accounts Manager is logged into Sage 200. He wants to check whether he needs to authorise any purchase orders. He opens the Authorise orders window. He authorises the order. The authorisation status of the order changes to Authorised.

Purchase orders up to £10,000 are authorised by the relevant department manager. The company has two departments. The Sales department and the Accounts department. Orders over £10,000 are authorised by the Finance Director.

1. The following authorisation rules are set up:

   Authorisers	Lower value >=	Upper value <	Order originators	Rule Group
   Sales Manager	£0	£10,000	Sales	0
   Accounts Manager	£0	£10,000	Accounts	0
   Finance Director	£10,000	-	[Anyone]	0

   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.
2. Three purchase orders are entered:
   1. One for £500 for the Sales department.
   2. One for £6,000 for the Accounts department.
   3. One for £12,000 for the Sales department.
3. The Accounts Manager opens the Authorise Orders window and authorises the £6,000 order for the Accounts department. The status of the order changes to Authorised.
4. The Finance Director opens the Authorise Orders window and authorises the order of £12,000 for the Sales department.

5. The Sales manager is keen to make sure the departments orders are handled promptly. He checks his Purchase Order Authorisation workspace to make his orders have been entered.

   He notes that the order for £12,000 has been authorised by the Finance Director. He selects the £500 order from the workspace and opens the Authorise Orders window. He authorises the order. The authorisation status of the order changes to Authorised.