Approval of management objects

DMF

1909** WEB PORTAL APPROVALS APPROVALS

Important

This feature requires the following feature flag: Portail Collaborateur domain > Employee Approvals label.

Employees can request the approval of a manager or of the person in charge so they can make progress on certain management objects. For example, when employees create quotations, they might need the approval of a manager or of the person in charge to be allowed to transform these quotations into sales orders.

A manager can approve various types of management objects:

  • quotations;
  • sales orders;
  • quotes;
  • purchase orders;
  • purchase invoices;
  • expense reports or expenses.

Note

According to the approval type defined in the expense reports approval setup, the approver must either approve the whole expense report or each expense individually.

  • internal requests.

A manager can also:

  • see the details of the management object before the manager approves or denies it;
  • see the documents linked to the management object;
  • download these documents;
  • send an email to the employee requesting the approval;
  • generate the permitted payment in the case of a supplier invoice.

Depending on the setup, managements objects can be approved by multiple people: it is a multiple-level approval.

Reference

For more information about the approval setup, see Approvals.

Approvals are managed from the Manager module > Approvals menu.