Sage 50/200 Purchase Order Authorisation
PostTrans can offer a cost affective Purchase order authorisation system for Sage 50 and 200. The following principle is true for both systems and an example is included with the system. Simply press help button and type “Auth” in search box.
This requires the PRO version of PostTrans.
Purchase Order with Authorisation
The principle is quite simple. Each person raising purchase orders (Originator) is given a simple excel template to fill in. This completed purchase order is e-mailed to an authoriser. Please see video at bottom of page…
The authoriser then can review the purchase order and either except or reject the purchase order.
Rejecting Purchase Order
The e-mail is sent back to the originator, by simply replying to the e-mail.
Accepting Purchase Order
The e-mail, containing the purchase order, is to the accounts department, and optionally the originator using the simply mail client.
Accounts Department
The Accounts Department simply opens the purchase order in Excel, and presses the PostTrans Import button. The purchase order is then imported into Sage 50/200 and the Sage document is e-mailed to supplier. Also a copy is sent back to the originator, because their e-mail address is on the Purchase order.
Demonstration Video
The video shows how to use PostTrans Pro for Sage 50/200, to import Purchase Order from within Excel. But using a simple functionality it allows you to implement a cost-effective Authorisation system.
| Sage 50/200 Purchase Order with Authorisation |
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0:00 |
Intro |
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0:20 |
Process Explanation |
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2:25 |
Easily Import PO |
To use the template, with Sage 50, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.
To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.