Authorizing a Product

4.1.11 Authorizing a Product

The creation and modification of a product should be authorized before it can be used to input a contract.

To authorize the details of a Letter of Credit Product, from the ‘Letter of Credit Product Definition’ screen:

Click authorize icon on the Toolbar

Remember that you cannot authorize an event that was input by you. It should be done by another user who has access rights for authorization.

If you are authorizing changes, the new value and the old value of the fields will be displayed. The ‘Authorization’ screen will be displayed with the modification number. Click ‘View Changes’ button to view the changes done on the record.
Description of 4.1.11_authorizing-product.png follows
Description of the illustration 4.1.11_authorizing-product.png

Check the records to be authorized and then click ‘Accept’ button to accept the changes and authorize the record else click ‘Reject’ button. Your User-ID, the date and the time at which you did the authorization will be displayed in the Maker ID and Maker Date Stamp fields at the top of the screen. The Status of the record will be updated as authorized

If you click ‘Reject’ button the selected modification numbers are marked as ‘Rejected’. If the authorizer selects a particular modification number and click ‘Reject’, all the modification numbers beyond the selected modification number will be marked as ‘Rejected’ and the authorizer can enter remarks in the ‘Checker Remarks’ column. Once all the tanked modifications are rejected the record is marked as ‘Rejected’.

If the authorizer rejects a record because of a correction, the maker cannot correct the changes in the same record but has to re-do the required changes again.

Note:

You can ‘Reject’ the modifications done to a maintenance record only if the record belongs to a function id for which ‘Tanking Required’ is checked.

The maker remarks, override remarks and warnings are displayed during authorization. The first level authorizer can enter remarks against ‘First Checker Remarks’ and the next level authorizer can enter remarks against ‘Checker Remarks’.

Click ‘View Changes’ button to view the modification. The following screen will be displayed.
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Description of the illustration 4.1.11_2_authorizing-product.png
The changed details will be highlighted.

Click ‘Exit’ button to go back to ‘Authorization’ screen. Select the modification that needs to be authorized and click ‘Ok’ button to authorize the transaction.

If you do not want to confirm the authorization, click ‘Exit’ button. You will be taken back to the Tax Summary View. The record will not be authorized.

Parent topic: Product Group ID