Authorization Stage Setup (AUS)

To set up an authorization stage, select Authorization Stage Setup (AUS) from SunSystems.

Open Authorization Stage Setup (AUS) from the main SunSystems menu.
Specify this information:
Stage Number

The number that uniquely identifies an authorization stage. Authorization can be required for several different Financials processes, as identified in the Stage Type field below. An authorization stage is linked to a stage type. The stage number determines the order in which these authorization stages are requested, if more than one authorization stage is required for a set of transactions.

When numbering the authorization stages, you may want to group together stages within each authorization process. For example, Stage Numbers 1 to 100 may be reserved for payment authorization stages and 200 to 300 for ledger entry / import authorization stages. Leave gaps between stage numbers, so that any subsequently required additional stages can be easily inserted without having to rearrange the stage numbering.

Lookup Code

A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.

Description

The full name or description of the data item or record. This is used to identify it on reports and inquiries.

Short Heading

The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.

Comment

Any additional text describing this stage in the authorization process.

Filter Definition Control Id

If required, this is the filter to be used to identify the transactions requiring this stage of authorization. For example, this stage of authorization may only be required if the transactions reference a particular account code. The filter must have been defined using Filter Designer (FLD).

Note: When creating Authorization filters, the Filter Type must be Authorization Inquiry SAAUTH. The filter condition Authorization Set Reference must be included as a runtime entry at least once, the operator must be set to = and the Blanks check box should normally not be selected. These check boxes are displayed on the Edit Condition dialog. No other data items must be defined as runtime entries.

User Team Code

The group of operators able to authorize the transactions at this authorization stage. User teams are defined using User Team Setup (UTS).

Authorizer

The default operator, within the user team, who is asked to authorize the transactions.

Stage Type

This is the type of Financials processing for the authorization stage. The authorization stages are carried out in stage number order, within this stage type. For example, this might be the first authorization stage for payment processing. The following types are available:
- Payments
- Matching/Allocations
- Ledger Entry/Import.
Save your changes.