Approval System

This feature gives the manager the ability 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.
  2. For being able to approve documents, the user must have corresponding "This user can approve ..." rights enabled at Settings -> Human Resources -> Users -> The user’s details.

The following documents can require the approval now:

  1. Purchase Orders;
  2. Manufacturing Orders.

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.

Approving Manufacturing Orders

  1. When a new manufacturing order (MO) is created, and yet 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. Until the MO is started, the approval can be revoked. Then the status is changed back to New.