Authorizing Vouchers

You can control which vouchers to post. However, this process is optional.

To authorize vouchers:

1. On the Purchasing Parameters form, activate voucher authorization.

   For more information, see Activating Voucher Authorization.

2. Create vouchers. For more information, see Creating Vouchers or Adjustments.
3. To select the vouchers to post, run the Voucher Authorization utility. This utility examines vouchers and determines whether they can be posted. The default selection processes all vouchers and adjustments. None of the selection criteria fields is required, but you can use them to limit the number and type of vouchers the system processes.

   Enter information in these fields, as appropriate:

   • Starting and Ending Authorizer - Enter the range of authorizers. All vouchers authorized by people whose names fall alphabetically between the starting and ending names are affected by this utility.
   • Starting and Ending Voucher - Enter the range of vouchers you are authorizing.
   • Starting and Ending Invoice Date - Enter the range of invoice dates for the vouchers you are authorizing.
   • Starting and Ending Vendor - Enter the range of vendors whose vouchers you are authorizing.
   • Authorization Status - Enter the status of the vouchers you are authorizing: F for "failed" and/or M for "matched."
4. Perform one of the following actions:
   • To view the results of running the activity or utility without saving the results in the database, select Preview.
   • To save the results in the database, select Commit.
5. Select Process.

   NOTE: The system does not post vouchers that have an authorization status of Failed.

6. Post the vouchers you selected in the Voucher Authorization utility.

   If Voucher Authorization is not activated, follow your usual posting procedure to post vouchers.

Related Topics

Accounts Payable Steps

Posting Vouchers - Detail

Printing and Posting Vouchers