Approval of management objects

DMF	1909** WEB PORTAL APPROVALS APPROVALS

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;
customer 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.

Approval request blocks

The Expense reports menu displays expense reports based on the search criteria specified.

In List view, each custom request is displayed in the form of a block that contains the lines of the objects linked to the approval requests.

Click on in the expense report's header to show all its expenses or click on to hide its expenses and only show the expense report's header.

Various sorting options are available.

Reference

For more information about the setup of results in list view, refer to Setting up results in list view.