2.3 Enable or Disable Auto-authorization for a User Group

This topic provides instructions to enable or disable Auto-authorization feature for a User Group.

1. Process the Auto Auth screen.
   The auto authorization features that have been enabled for the module and the group to which the logged in user belongs, are displayed.
2. Click Modify to amend the displayed list.
   The changes you make will apply to all users and roles in the Group ID to which the logged in user belongs, for the logged in Module.
   The screen is displayed in Amend mode, where you can make your changes.
3. You can make changes to enable auto-authorization as follows:
   • Select YES in the New field for the task item to enable auto-authorization in the New mode for a task item.
   • Select YES in the Modify field for the task item to enable auto-authorization in the Amend mode for a task.
4. You can limit the volume of the transactions that can be auto-authorized for transaction data entry task items. To setup this limit:
   You can indicate a different limit for each role or Group ID, if necessary.
   1. Specify the highest volume of the transaction that can be auto-authorized, in the Limit Amount field.
   2. Indicate the currency in which the volume you have specified is reckoned, in the Limit Currency field.
5. You can also enable (or disable) the auto authorization feature for transactions in the Additional Setup Details section in the following circumstances:
   • BackDated Transactions: Select BackDated Transaction in the Restricted Transaction field to disable auto authorization of backdated transactions in the selected mode. Else, auto-authorization is enabled for backdated transactions in the selected mode.
   • Load Overridden Transactions: Transactions in respect of which applicable loads have been overridden. Select Load Overridden Transaction in the Restricted Transaction field to disable auto authorization of load override transactions in the selected mode. Else, auto-authorization is enabled for load overridden transactions in the selected mode.
   • Third Party Payment Transactions:Transactions for which third party payment has been specified. Select Third Party Payment Transaction in the Restricted Transaction field to disable auto authorization of third party payment transactions in the selected mode. Else, auto-authorization is enabled for third party payment transactions in the selected mode.
   • Third Party Delivery Transactions: Transactions for which third party delivery has been specified. Select Third Party Delivery Transaction in the Restricted Transaction field to disable auto authorization of third party delivery transactions in the selected mode. Else, auto-authorization is enabled for third party delivery transactions in the selected mode.
6. Click Save when you have finished making the auto-authorization specification for a user group to save your changes.
   When you have finished making your auto-authorization specifications for each user group in this screen, and saved your changes, the auto-authorization feature is enabled, and when the user invokes the save operation in any of the applicable task screens, the entered records are saved as authorized records.
7. Click Save to enable auto authorization for a user group other than the logged in user group in the Auto Auth screen.
   The system displays the message as Do you want to cancel the operation?.
8. Click Ok button.
   The auto authorization record of the logged in user group, which was on display, is closed, and the Auto Auth screen is opened in New mode.
9. Select the user group for which you want to enable or disable the auto authorization rights in the Group ID field.
10. Select the corresponding module in the Module ID field and click Ok button.
11. Subsequently, proceed to set up the auto authorization rights in the same manner for New mode as described above for the Amend mode.