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| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Edit Financial Account Authorizations screen.</title> |
| <para>An authorization is a temporary transaction showing a commitment to take money from a |
| financial account. It is like a 'transaction in progress' where there can be delay between |
| when you buy something and the time it actually appears on your statement.</para> |
| <para>Authorizations can be time limit specific meaning that they can be controlled by entering |
| a start and end date so that they are only valid for a certain length of time. They can also |
| be expired. When an authorization is expired it removes the commitment from the financial |
| account. The history of expired authorizations are shown on the financial account.</para> |
| <para>NOTE:This could be very useful in ensuring that customers are not overcommitted and |
| keeping within their approved credit limits.</para> |
| <section> |
| <title>How do I add an authorization?</title> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Enter an amount in the 'Amount' field (Eg 1000)</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Currency' field blank as the default currency will be |
| used</para> |
| </listitem> |
| <listitem> |
| <para>Enter a date in the 'Authorisation Date' field</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'From Date' field blank</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Thru Date' field blank</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Add' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>NOTE: When you now view the Financial Account detail the 'Actual Balance' and |
| 'Available Balance' fields will be different.</para> |
| </section> |
| <section> |
| <title>How do I update an authorization?</title> |
| <para>An authorization cannot be updated. It can only be expired. If you have made a mistake |
| and need to change an authorization then it needs to expired and then re-created |
| correctly.</para> |
| </section> |
| <section> |
| <title>How do I delete an authorization?</title> |
| <para>Authorizations are not deleted they are instead expired. This means that the history |
| of the authorizations will remain on the account as an audit trail.</para> |
| <para>Example: To expire an authorisation</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select the 'Authorizations' tab for the Financial Account</para> |
| </listitem> |
| <listitem> |
| <para>Any authorizations will be displayed at the bottom of the screen</para> |
| </listitem> |
| <listitem> |
| <para>If the authorization is still current the 'Thru Date' field will be blank |
| (NOTE TO CHECK: May not always be true as you can specify a future date for |
| it to expire......!!!)</para> |
| </listitem> |
| <listitem> |
| <para>Select the 'Expire' button next to the authorisation to be expired</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>The authorization is removed from the financial account and the screen is redisplayed |
| with the 'Thru Date' field completed </para> |
| </section> |
| </section> |