Remote Authorisation

Setup/Configuration

For a full description of this process refer to the mSupply Remote Authorisation documentation.

In Cloud Server,

A. The Master list that is used for authorisation

• Must be the part of the program

• The master list should be visible to both receiving and supplying stores

B. Store permissions

• In the requesting store, enable the store pref include requisitions from this store in supplier's remote authorisation process
• In the supplying store, enable the store preference Use remote authorisation for response requisitions

C. User permissions

• In the requesting store, to allow the respective user to change the status of an Internal order, they require permission Can confirm Internal Order as Sent to be enabled at their store.
• The authoriser user should have Use web authorisation system permission to authorise/deny the requisition

Creating Internal Order

Creating IO is the usual as Internal Orders; just a lil difference:

• When configured as above, the requesting store will see an additional column in the Internal Order list, showing the approval status.

• And when viewing a specific Internal Order, there are columns showing the approved quantity, approved number of packs and a comment entered by the approver, if there is one.

Approving Internal Order

After the normal IO is created from the requested store

• Remote approval process starts at server-URL/authorisation (This could be sth like http://localhost:1024/authorisation)
• The authorisation process is detailed here!

You can send empty internal order

The Lines and Authoriser Quantity is set as 0

Supplier Requisition

Requisition is also pretty much the same as usual as Requisitions with some differences in authorisation status

• When configured as above, the supplying store will have an additional column in the requisition list view showing the approval status
  • The status is Pending until the requisition is authorised
  • Depending on the authorisation, the status will change to either of following
    • Authorised : The comments and quantity to supply can be edited and Outbound Shipments can be created from requisitions that are authorised.
    • Denied : a requisition with this status cannot be edited further and you cannot create Outbound Shipments from it
• And finally, a specific requisition will also have new columns, for the approved quantity and an approval comment, if one has been entered by the approverd