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Chapter 33

Approvals

See what awaits your approval (a sales or purchase invoice, a sales or purchase order, a manual entry) to approve or reject with a written reason. For anyone with the approval-rules permission: the rules themselves — when a document needs approval (amount, discount percentage, below-cost sale) and at which level. **With no rules (the default) nothing changes:** every document approves directly, as before.

FADx ERP 1.88.31
Approvals — rules that decide what needs sign-off before posting
Approvals — rules that decide what needs sign-off before posting

Common workflows

  1. 1

    Approve a document

    "Approve" on its row ⇒ if it has a second level it moves to that approver, otherwise the originator is notified to approve their document.

  2. 2

    Reject with a reason

    "Reject" and write the reason ⇒ it reaches the originator in the bell; they amend the document, approve it, and it is sent for approval again.

  3. 3

    A new rule

    Pick the document, the condition, the threshold and the level, then "+ Rule". Disabling it restores the old behaviour at once, without deleting.

Messages you may see — and what to do

  • "Requires approval — sent to the approver"

    A rule applies to the document. It stays a draft with no number and no entry until approved.

  • "Awaiting approval (level …)"

    The approver at that level has not approved it yet.

  • "The sender cannot approve their own document"

    An originator cannot approve their own, and a first-level approver cannot approve the second level.

  • Editing after approval

    Approval applies to the document as the approver saw it; any later change sends it back for approval.

  • "The condition does not apply"

    Below-cost and discount-percentage conditions apply to sales and sales orders only.

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