The steps required to authorize transactions

The transactions that require authorization are automatically recognised by Financials. The operator who entered or selected these transactions, referred to as the authorization originator, is prompted to enter comments and the transactions are automatically marked as awaiting authorization.

The set of transactions is then placed on the Authorization In-Tray for the default authorizer.

Note:  Authorizers are not alerted to the fact that new transactions are awaiting their authorization, hence they must check their authorization in-tray frequently.

The following steps are required to authorize a set of transactions awaiting authorization:

Note: You must log into Financials using an Operator id that is a member of an authorization user team to be able to carry out the following steps.
  1. Select Authorization In Tray (AUT) from SunSystems.
    The Selection - AUTHORIZATION IN TRAY form is displayed.
  2. Enter the User Team Code of the authorizer.
  3. In the Assigned Authorizer fields enter one or more operator Ids of Authorizers whose authorization sets you want to review.
  4. Click OK to list the relevant sets of transactions awaiting authorization on the Authorization In Tray.