The authorisation sequence allows orders to be authorised based on their tier and authorisation limit. This ensures that each order is approved by the correct user groups in the correct order.
Quoted authorisation sequence
From the Admin area, click Settings in the user accounts section.
Click the Authorisation sequence tab.
Unlock the green padlock
icon.Use the green arrows to move user groups up or down in the sequence.
Click Save.
📌 Note: If a user group was skipped and the quote moved to the next group, make sure the capital checkbox is selected.
Supply-only authorisation sequence
The supply-only authorisation sequence controls the order in which user groups approve supply-only orders. This sequence is separate from the standard sequence and can be adjusted at any time.
From the Admin area, click Settings in the user accounts section.
Click the Authorisation sequence tab.
Click the Supply only authorisation sequence tab.
Unlock the green padlock
icon.Use the green arrows to adjust the order of user groups.
Click Save.
📌 Note: The supply-only authorisation sequence applies only to supply-only orders. To amend the sequence for quotes, use the steps in the normal authorisation sequence section above.
Managing user groups that appear in red
When viewing the release sequence, you may see a user group highlighted in red. This does not indicate an error. The red highlight shows that the user group has been set as the primary group for specific release settings, which locks its position.
To check the release settings, please follow the steps below:
From the Admin area, click Unit Settings.
Open the Release controls tab.
Unlock the green padlock
icon.Identify the user group highlighted in red.
Check whether any of the following settings are assigned to that group:
Budget-controlled callouts to be released by
PMV remedial orders to be released by
If a user group is assigned to these settings, it is fixed in place and cannot be moved within the release sequence. This is expected behaviour to ensure the correct primary group is applied for these release types.