Godkännande av leverantörer

Godkännande av leverantörer

Inställning

Inställning för att aktivera funktionen finns i Ekonomi | Backoffice | Basregister | Parametrar, fliken Leverantörsreskontra. Öppna parametrar, fliken Leverantörer. Endast KASE kan göra ändring

• Särskild behörighet för kontouppgifter får inte vara ikryssad när den nya parametern ska aktiveras.
• Kryssa i Kräv bekräftelse (leverantör)

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.