Finance - Authorisation Slip Settings: Validate Supplier's External/LA Reference
Modules > Finance > Global Configuration
This update introduces a new validation option in Global Configuration, allowing finance users to enforce the requirement for an External/LA Reference on a supplier when authorising centrally paid orders, invoices, and credit notes.
New Validation Setting
A "Validate Supplier’s External/LA Reference" checkbox has been added to Modules > Finance > Global Configuration > Authorisation Slip Settings.
- The setting is optional and disabled by default.
- Once enabled and saved, it immediately impacts the system.
Validation Rules
If a Supplier’s External/LA Reference is missing, Then the process cannot be completed for:
- Centrally Paid Purchase Orders
- Centrally Paid Invoices & Credit Notes
- Central Authorisation
A validation message will prompt users to populate the missing reference before proceeding.
- When authorising multiple orders or invoices, if any supplier is missing an External/LA Reference, the process will fail for all selected documents.
- Suppliers without an External/LA Reference are listed in the validation message.
- Supplier names are hyperlinked for quick access to update the record before reattempting authorisation.
- Purchase Orders: Orders cannot be authorised without an External/LA Reference.
- Accounts Payable: Invoices and Credit Notes require an External/LA Reference before authorisation.
- Central Authorisation: Invoices and Credit Notes missing a reference will not proceed through this process.
This enhancement ensures compliance and accuracy in Centrally Paid processes by ensuring that supplier records contain an external/LA reference at all stages when the validation checkbox is ticked.