Previous topicNext topic
 Link Technologies - LinkSOFT Documentation 
Help >
562.htm

Approval Codes

[562] | Purchasing | Maintenance | Approval Codes

Approval Codes are used in conjunction with the approval level to create approval users. Approval Codes are used to group users on the Approval Users menu.

Notes :

  1. Approver Code is tagged to the users on User login form.When a creating a purchase order users need to specify the "App Code
    • For example, user Tina has the approver code as ADMIN. Purchase Order 1 is created with "App Code" as "ADMIN" and Purchase Order 2 is created with "App Code" as "POO". User Tina will only be allowed to action Purchase Order 1.
  2. The Sequence Flag indicates whether the purchase order approval follows a sequence of approvals or a single approval.
    • If the sequence flag is "Yes", the purchase  order will have multiple approvers. The purchase order will be approved when the last user has approved the purchase order. The approvers and their sequence is set on the  Approval Users menu.
    • If the sequence flag is "No", the purchase order will be approved  at the first approval.

Steps to Create Approval Codes

  1. Click on "Add New" record
  2. Enter the Approver Code 
  3. Enter the Description
  4. Select the Sequence Flag
  5. Click on Save

Report

  1. Approval Code Audit Report

Table 1 : Field Description for Approval Codes

Fields

Description

Approver Code

Enter the approver code.

Description

Enter the detailed description of the Approver Code.
Sequence Flag Update the sequence flag as "Yes" or "No".
Void Records that are "Void" will not appear in any lookup on the system.

Users can click on the "Red X" under the menu icons to "Void" or "Activate" a record.

Notes Users can enter any notes in the notes button. Notes button will be "BOLD" if it has  contents.

Figure 1:  Approval Codes