Test authorisation rules

Once you have set up your authorisation rules, you can enter test order details to make sure that you have set up your rules correctly.

You enter a test order value and originator to make sure a real purchase order entered with the same values would be authorised by the correct person. Once you select Test, the authorisers and rule groups that would be applied to an order with the same value and originator are displayed.

To test your authorisation rules

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

1. Click Test.

2. Enter the Total Order Value of the test order.

   The value is the gross order amount in the base currency.

3. Select the Order Originator, who is the person requesting the order.

   This is different to the order taker, who is the person who enters the purchase order in Sage 200.

4. Click Test.

5. A list of all the rules which would be applied for this order are displayed in Order Authorisers.

   • The Group is the rule group for this authorisation rule.

   • The Authority shows who can authorise the order.

     About the authorisers

     [Anyone]	Any Sage 200 user. Note: This includes any Sage 200 user account (as listed in System Administration), and may include users who are not assigned to this particular company.
     A role	All Sage users who are members of this role.
     Individual users	The selected user.
     [Project Manager]	A Sage 200 user specified as a Project Manager for a project in the Project Accounting module. If you specify [Project Manager] as Authoriser you cannot add other authorisers to this rule.