How activated approval when using buy ( 2 step )
Customer Support DEALPOS
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.
II. How to give role to user.
Step 1. Go to user menu - Select one of the group that will give the the access.
Step 2. Tab Buy - More permission - Approval
III. How to use Approval function.
Step 1. Go to Menu Buy and make a Purchase transaction.
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.
Step 3. Click supplier bill invoice
Step 4. When the status is "Proposed" then the user will not be able to Add payment, receive qty and print supplier bill.
Step 5. Click "Approve" so the user will be able to add payment, receive qty and Print supplier bill.
Articles in this Section
- How activated approval when using buy ( 2 step )
- Purchasing Inventory from your Supplier
- Import Purchase Order with Csv FIle
- Purchase Order for Serialized Inventory