Approval System

The Approval system functionality allows the manager to approve a document before it can be processed further.

When a document is approved

• the timestamp and the user who approved the document is saved in the document,
• the order can be processed further.

Enabling approvals:

1. The Approval System functionality can be enabled at Settings -> System settings -> Enterprise settings -> Order Approval System: Yes.
   Now, here, it is possible to choose which of the following new orders will require approval:
   - Manufacturing Orders.
   - Purchase Orders if these are over a certain value.
2. To approve documents, the user must have the corresponding "This user can approve ..." rights enabled at Settings -> Human Resources -> Users -> The user’s details.
3. Indicators "Pending approval ..." are visible in the Dashboard when enabled.

Approving Purchase Orders

1. When a new purchase order (PO) is created and yet unapproved, its status is New.
2. Before approval, the button Send PO is disabled.
3. Once the PO is approved, the status is changed to Approved.
4. Approved purchase orders can be ordered from vendors.
5. After the PO is approved and before it is ordered, the approval can be revoked. Then, the status is changed back to New.
6. When an unordered purchase order changes after approval, it requires a new approval. 
7. PO cannot be changed (products, quantities, prices) after the order is sent if the user has not approved the PO.

Approving Manufacturing Orders

1. When a new manufacturing order (MO) is created but unapproved, its status is New.
2. Before approval, it is hidden from the worker at My Production Plan and Internet-kiosk.
3. Once the MO is approved, the status is changed to Scheduled.
4. The approval can be revoked until the MO is started. Then, the status is changed back to New.

Demo video