Marking Transactions for Authorization

When the system identifies a set of transactions that require authorization before they can be processed any further, it displays the Authorization Batch Comments dialog. This allows you to enter information you would like to be available to the authorizer to help the authorization process.

For example, if the transactions have been selected for payment and the payment is for a specific purpose, you may want to note this.

Note: The originator's comment is preserved on the authorization set throughout its progress through the authorization stages, even if each authorizer attaches their own additional comments.

The dialog displays the Authorization Set Reference. This number is automatically assigned to the group of transactions requiring authorization. The transactions remain in the authorization set throughout the authorization process.

You can enter any text you require in the Comment box and then click OK to assign it to the set of transactions.

The user that marks the transactions for authorization is referred to as the originator of the authorization set.

The Authorization Originators In-Tray filter lists the authorization sets created by an originator and allows the originator to view the details of the set, or delete an authorization set.