Approval System

The Document Approval System of MRPeasy allows configuring the requirement of a managers approval before further actions can be taken. For example, in your organization, for some positions, it might be permitted to create new purchase orders, but they must be approved by a manager before they can be ordered.

  • How the Document Approval System works.
  • How to approve purchase orders or manufacturing orders.
  • How to give approval rights to a user.

User Manual: Approval System

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Transcript:

With MRPeasy Enterprise edition, it is possible to enable document approval functionality, which is necessary when certain actions must be approved first.

Approving purchase orders

In your organization, for some positions, it might be permitted to create new purchase orders, but they must be approved by a manager before they can be ordered.

If the approval functionality for purchase orders is enabled, then all purchase orders, which have not been approved, are in status “new PO.” It’s not possible to fill any of the fields used for tracking purchase order progress. Neither is it possible to use the “Send PO” button.

The approved checkbox can be marked by the user with the permission, after which the PO status will change to “approved.” Then it’s possible to continue with the ordering process.

Approving manufacturing orders

If manufacturing orders are configured to require approval, then unapproved manufacturing orders are not visible in the production schedule and the workers cannot see or report the operations.

Unapproved manufacturing orders are in status “new.”

Once the person with enough rights has given approval by marking the approval checkbox, the status will become “scheduled” and the manufacturing order will be visible in the production schedule and can be reported by the workers.

Enabling the approval system

The approval system can be enabled in the section “settings – system settings – enterprise functions.”

Here, you can choose which documents must be approved.

To give a user approval right, go to Settings -> Human resources section, open the user’s details page, and scroll down to “options,” where you can choose the relevant approval permissions.

In this video, we described how the document approval system works.

To learn more about MRPeasy, please see our other videos.

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Keywords: Document approval management, approving purchase orders, approving documents, approving manufacturing orders