Set up authorisation rules in rule groups

If your purchase orders need to be authorised by more than one person, or need to be authorised by a group of people, you must create authorisation rules in separate groups.

When creating your authorisation rules, you specify a group number (0-9). Any purchase order that is covered by a rule in more than one group, has to be authorised by someone from each group.

For example, your high value purchase orders (over £10,000) have to be authorised by both the Finance Director and the Managing Director. You create a rule with the Finance Director as the authoriser and specify that it is in Group 1. You set up a second rule with the Managing Director as the authoriser. This rule is in group 2.

A purchase order with a value over £10,000 has to be authorised by the Finance Director (Group 1) and the Managing Director (Group 2).

Note: You cannot set up rules with Project Managers as the authoriser in rule groups, as each project is treated as a group.

To set up authorisation rules using rule groups

Open: Purchase Order Processing > POP Utilities > System Set Up > Maintain Authorisation Rules.

1. Click Add or Edit.
2. In the Rule Values section, set the lower and upper limits of the order value that will be covered by this authorisation rule.
3. Enter a Rule Group (from 0-9).
4. In the Configure authorisers section, select the users or roles (on the left) that can authorise orders for this rule.
5. In the Configure order originators section, select the order originators that this rule will apply to.
6. To save the rule, click OK.