Approving management objects

DMF

020226 SALES QUOTATIONS MODIFY QUOTATION SUBMITTED FOR APPROVAL

020325 SALES QUOTATIONS MODIFY SALES ORDER SUBMITTED FOR APPROVAL

040221 PURCHASES QUOTES MODIFY QUOTE WITH APPROVAL REQUEST

040320 PURCHASES PURCHASE ORDERS MODIFY PURCHASE ORDER WITH APPROVAL REQUEST

040613 PURCHASES PURCHASE INVOICES PAYMENT AUTHORIZATIONS

040614 PURCHASES PURCHASE INVOICES PAYMENT AUTHORIZATIONS LIST

1508** DASHBOARDS APPROVALS *

0618** PROJECTS APPROVALS *

061801 PROJECTS APPROVALS APPROVALS SETUP

061802 PROJECTS APPROVALS MODIFY APPROVALS SETUP

061803 PROJECTS APPROVALS SHOW MY APPROVALS SCREEN

061804 PROJECTS APPROVALS MY APPROVALS / SWITCH RESOURCE

061807 PROJECTS APPROVALS REQUEST

061808 PROJECTS APPROVALS APPROVE

061809 PROJECTS APPROVALS DENY

061810 PROJECTS APPROVALS CANCEL

061811 PROJECTS APPROVALS DELETE APPROVAL REQUESTS

061812 PROJECTS APPROVALS MODIFY APPROVED OBJECT WITHOUT RESET

061813 PROJECT APPROVALS RESET APPROVALS

Akuiteo provides a tool to approve management objects. It is possible to set up approval rules to target the management objects to approve and define different approval levels.

Reference

For more information about the approval setup, see Approvals.

Once the management object has been entered (e.g. purchase order), the user who created it must issue approval requests to be able to validate the management object.

From the management object:

  • click on the button from the action bar;
  • go to Edit > Request approvals.

The approval request is enabled and automatically sent to the relevant employee. Approvals are listed in the Approvals tab of the management object.

There are different ways to approve management objects:

  • directly from a management object;
  • by searching for pending approvals, following a request from a third-party employee.

This action can be reversed and you can go back to the To be approved state at anytime by clicking on the relevant button.

1 Open the management object to be approved and click on the Approvals tab.
2 In the table that displays under the screen, click on the green check for the line to be approved.
3 In the Approve screen, enter a comment if needed.
4 Validate and send a confirmation email, if needed.

The columns in the table are updated and the management object is approved.

1 Go to Dashboard > Approvals or My Akuiteo > My approvals, then start a search.
2 In the result table for approvals management, double-click on each approval line and follow the procedure described in Approving from a management object.

You can also find all pending approvals from your Interactive personal dashboard.

If an employee delegated its approval to you, you can do the following:

1 From the search list of pending approvals, go to Edit > Change employee.
2 In the window that displays, enter the code of the employee who delegated the approval and validate.

The list of pending approvals linked to the selected employee is displayed. You can now approve the management objects on behalf of that employee.

DMF

061813 PROJECT APPROVALS RESET APPROVALS
1 When a management object has received approvals (denied or approved), it can no longer be modified. In this case, it is possible to cancel the approvals given on a management object in the Draft status so it can be modified.
1 From a management object in the Draft status, go to Edit > Cancel approvals.
2 Modify the desired information and save.

The object is modified and the approval status is To be approved.