Page History
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| Field | Message to User | Action |
|---|---|---|
Approvals not Required | None | All approvals will be grayed out and bypassed |
| Invoice Posting | When saving, prompt stating: "Posting requires approval". | Posting activity will not occur until confirmed by someone on the approval list. Until that time, it will stay unposted in a status awaiting approval. |
| Over Credit Limit | When saving, If the AR activity goes over the credit limit, then message prompts and approval is required. | Posting activity will not occur until confirmed by someone on the approval list. Until that time, it will stay unposted in a status awaiting approval. If rejected, invoice will stay open and saved with a status of rejected, but will not be posted and the posted button will be grayed out. |
| Past Due | When saving the invoice, if there is past due AR activity for the customer, then message prompts and approval is required | Posting activity will not occur until confirmed by someone on the approval list. Until that time, it will stay unposted in a status awaiting approval. If rejected, invoice will stay open and saved with a status of rejected, but will not be posted and the posted button will be grayed out. |
| Order Approval | When saving the invoice, the order will save in an unapproved status. Message will prompt: "This order requires approval." | While the order is in unapproved status, no activity will be able to occur. Order will not be able to be processed and will not show up for processing until it has been approved. Once approved, the order can be processed. If rejected, the order will stay in unapproved process until it has been adjusted and re-saved. This will prompt another approval process. |
| Quote Approval | When saving the quote, message will prompt: "Quote Needs Approved" | If in unapproved status, a quote cannot be promoted and status cannot be changed to Won. |
| Order Quantity Shortage | When saving, message will prompt: "There is not enough inventory to complete this order". This will not allow continued action until posted | If there is a quantity shortage, the order cannot proceed until it has been approved. An approval will override the warning about inventory shortage and allow the process to move forward. If rejected, document will stay open and saved with a status of rejected, but will not be posted and the posted button will be grayed out. |
| Receive Payment Posting | When saving, message will pop up saying. "Posting requires approval". | Posting activity will not occur until confirmed by someone on the approval list. Until that time, it will stay unposted in a status awaiting approval. If rejected, receive payment will stay open and saved with a status of rejected, but will not be posted and the posted button will be grayed out. |
| Commissions | None | There are two approval items for commissions. First, within commissions there is an approval required for certain conditional incentives. These will set in the "sales approval" screen for the appropriate approver until approved. The other approval is to have an overall approval for commissions processed. Once commissions are processed, a report will be generated. Commissions will need approved before they will process in AP or payroll. Whoever the approver is must view the report and approve before commissions will transact to AP and payroll. The approval will show in the "sales approval" screen for the appropriate approver until approved. |
| Price Change | When saving the invoice, the order will save in an unapproved status. Message will prompt: "This order requires approval." | While the order is in unapproved status, no activity will be able to occur. Order will not be able to be processed and will not show up for processing until it has been approved. Once approved, the order can be processed. If rejected, the order will stay in unapproved process until it has been adjusted and re-saved. This will prompt another approval process. |
Setting the Approvers:
- Open the Approval List. Navigate to Common Info > Approval List
- Open a List / Create new list
- Add approvers to the list
- Assign approval limits
- Toggle email request
Overview
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