How activated approval when using buy ( 2 step )

Customer Support DEALPOS
[Updated]

This article explain how to use Approval feature when doing purchasing.

I. How to Activate this Setup

Step 1. Go to Setup Menu - More menu - Module configuration - Buy - workflow buy - Approve.

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II. How to give role to user.

Step 1. Go to user menu - Select one of the group that will give the the access.

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Step 2. Tab Buy - More permission - Approval

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III. How to use Approval function.

Step 1. Go to Menu Buy and make a Purchase transaction.

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Step 2. After that go to Menu Order  - supplier bill - The purchase status will be Proposed.

Note : You also able to filter the purchase status based on proposed status.

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Step 3. Click supplier bill invoice 

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Step 4. When the status is "Proposed" then the user will not be able to Add payment, receive qty and print supplier bill.

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Step 5. Click "Approve" so the user will be able to add payment, receive qty and Print supplier bill.mceclip7.png

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