Authorise purchase requisitions and generate orders

Find this screen

Open: Purchase Order Processing > Purchase Requisition Authorisation in the Self Service web app.

Open: Purchase Orders > Purchase Requisitions > Purchase Requisition Authorisation in the Sage 200cloud desktop.

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Authorise purchase requisitions and generate orders (video)

How to

Authorise requisition lines

You can authorise lines from a requisition that have been submitted for your approval.

  1. The requisition lines that are available for you to authorise are displayed.

    • You can narrow down the list by using the filter options at the top of each column.
    • If you have the Super Authoriser permission, you will initially see all requisition lines. To see which requisition lines specifically require your authorisation, set the filter on the Requires Super Authority column to No.

  2. Check the requisition lines.

    • Select a requisition line to see more details, such as comments from the requester.
    • Items from the same requisition will have the same Document No.
    • If the supplier uses a foreign currency, the Currency symbol is displayed, and you can see the price in both the foreign and your base currency.
  3. Tick the box (on the left) to mark requisition lines that you want to authorise, then click Authorise.

Note: If you can't see a requisition line in the order, it may have already been authorised by another authoriser. You can check this using the POP Requisitions Excel Report.

Note: If you can't see an Authorise action in the workspace, then you do not have user access to the feature Authorise Requisitions. To enable this, see Set user access to purchase requisition features.

Authorise and generate orders

You can authorise lines from a requisition and immediately generate purchase orders.

  1. The requisition lines that are available for you to authorise are displayed.

    • You can narrow down the list by using the filter options at the top of each column.
    • If you have the Super Authoriser permission, you will initially see all requisition lines. To see which requisition lines specifically require your authorisation, set the filter on the Requires Super Authority column to No.

  2. Check the requisition lines.

    • Select a requisition line to see more details, such as comments from the requester.
    • Items from the same requisition will have the same Document No.
    • If a requisition line does not have a Supplier Code/Name, the line can be authorised but can't be added to a purchase order.
    • If the supplier uses a foreign currency, the Currency symbol is displayed, and you can see the price in both the foreign and your base currency.
  3. Tick the box (on the left) to mark requisition lines, then click Authorise and Generate Orders.

Note: If you can't see an Authorise and Generate Orders action in the workspace, then you do not have user access to the feature Authorise and Generate Orders From Requisitions. To enable this, see Set user access to purchase requisition features.

Reject a requisition line

You can reject lines from a requisition that have been submitted for your approval.

  1. Tick the box (on the left) to mark requisition lines that you want to reject, then click Reject.

  2. Enter a comment for the requester to say why you have rejected their requisition line.

Your comment can be seen by the requester and any other authorisers as the Authoriser Comment.

Add a comment to a line

You can add a comment to a requisition line.

  1. Tick the box (on the left) for the requisition line.
  2. Click Comment.

Your comment can be seen by the requester and any other authorisers as the Authoriser Comment.

The Requester Comment shows comments by the person that submitted the requisition.

Amend or add a new line

You can amend or add new lines to a requisition line that has been Submitted.

  • Authorisers can only amend or add lines to a submitted requisition if the option Purchase requisitions can be amended by their authoriser has been enabled in POP Settings.
  • For security, you can check what changes were made to the requisition in the audit log. See Audit log.
  1. Select the requisition number in the Document No column.

    The requisition is displayed.

  2. Make any changes to the requisition.

    • To amend a line, select the Item Name from the list, then change the details and click Update.
    • To remove a line from a requisition, click Remove .
    • If you change the Combined Budget, it will only apply to this line in the requisition.

Useful info

Why can't I generate orders for some requisition lines?

When you select Authorise and Generate Orders, the purchase requisition lines are authorised before the orders are generated.

Requisition line items can't be added to the purchase order if:

  • There is no Supplier Code, Item Name, or the Order Qty is zero.

  • The supplier's account status is set to On Hold.
  • The stock item has a status of Inactive.

  • The Warehouse was not selected for the stock item.

If any of these apply to the requisition line, it will authorised but it will not be added to a purchase order.

Note: To complete missing details in a requisition line, or use alternative fulfilment methods, you need to use the Generate Purchase Orders from Requisitions screen in the Sage 200cloud app. See Generate purchase orders from requisitions.

How orders are generated from requisitions

Purchase orders are generated from the requisition lines according to the chosen supplier and fulfilment details.

  • Requisitions for exactly the same stock item from the same supplier will be combined into a single purchase order.

    • The quantities from requisition lines will be combined in a single order if they have the same Item Code and are ordered from the same Supplier.
    • The requisition lines will also be combined to the same line on the order if they have the same Unit Net Price, otherwise there will be a separate line in the order for the quantity at each unit price.

About alternative authorisers

If you have set up authorisation rules for purchase orders or requisitions, you can choose alternative authorisers who can authorise an order or requisition on behalf of the original authoriser. This is useful when people are not available due to sickness or holiday.

  • An alternative authoriser can view and authorise any order or requisition that can be authorised by the original person (set in the authorisation rule).
  • If the alternative authoriser also sets up an alternative, this new authoriser becomes the alternative authoriser for both people.
  • If the original person is a Super Authoriser who can authorise any order or requisition, the alternative authoriser does not inherit their permission to view and authorise any order or requisition.

See Alternative and out of office authorisers for purchase orders and requisitions.

Suppliers using a foreign currency

If the supplier for an item uses a foreign currency, then:

  • The Currency column will show the currency symbol, e.g. EUR for Euros.
  • The Unit Buying Price shows the price in the foreign currency, and the Base price shows the value in your base currency, calculated using the current exchange rate set in Sage 200cloud.

Audit log

You can use the audit log to check any changes that an authoriser makes to a purchase requisition that has been submitted to them.

  • The Parent Ref shows the requisition number.
  • For any changes to a requisition line, the event Action will show Amend, and the Old value and New value are recorded.

    • This includes the combined budget, item, quantity, delivery date, supplier, nominal account, net price, and warehouse.
  • If a requisition line is deleted, the event Action will show Delete, and details are recorded in the Old Value.

Open: Settings > Organisational and Financial > Audit Log > View Audit Log.

See Audit log.


What happens

When I amend orders linked to requisitions?

When you amend a purchase order linked to a requisition, this will affect the lines on the requisition.


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FAQs