Creating and reviewing authorization sets

The user that marks the transactions for authorization is referred to as the originator of the authorization set. The transactions remain in the same set throughout the authorization process. The originator adds any relevant information to the set and then it is assigned an Authorization Set Reference number.

An authorizer reviews the transactions in an authorization set before authorizing them, using the Authorization Inquiry form.

After authorization, It is possible to review the details of transactions that have been authorized by running the Authorization Audit Trail.