Approval of suppliers
From Marathon Documentation
Contents
Approval of suppliers
Setting
The setting to enable this function can be found under Accounting | Backoffice | Base registers | Parameters, on the Purchase ledger tab. Open Parameters, then the Suppliers tab. Only KASE can make changes.
- Special authorisation to account administration may not be checked when activating the new parameter.
- Check the Require confirmation (Supplier) box
Authorisation
- Users who are to add data require authorisation for Registration
- Users who are to confirm data require authorisation for Confirm and reading authorisation for Registration.
New supplier or changes on supplier
- New registration and changes of supplier data is done in the standard tabs in the suppliers’ register.
- A green shield indicates that changes made in the field requires confirmation from another user.
- A new supplier will only appear in the base registers once it has been confirmed by another authorised user.
Confirm changes
Suppliers with unconfirmed changes are marked with the name of the user who made the change and the date on which it was made.
- All tabs that need confirmation are red.
- All fields that have been changed and need confirmation are marked with a full green shield.
- Hover the mouse pointer over a field that has been changed to see its previous value.
- Each red tab must be confirmed by clicking the confirmation button at the bottom of the relevant tab.
- The user must enter their password to save the supplier.
