Approval Setting

Create approval workflows for types: Purchase request, Purchase Order, Quotation, Payment requests and Purchase Invoice

Add New Approval Setting 

To add a new approval  to your organization:

• Step 1. Go to Settings menu under Purchase module from the left sidebar.

• Step 2. Select Approval menu -> Click on the New approval setting button.
  

• Step 3. In the New approval setting page, fill the following details:
  
   
  
  

1. Enter the Subject.

2. Select Related: includes Purchase request, Purchase Order, Quotation, Purchase Invoice, and Payment requests  

3. Only 1 person needs to approve the transaction:If this option is enabled, all approvers in the process can simultaneously approve transactions, and only one of them needs to approve or sign for the transaction's status to change. Related article: https://helpcenter.gtssolution.vn/article/only-1-person-needs-to-approve-the-transaction

4. Select Approver: Staff or Direct manager or Department manager.
   - Direct manager: the approver is the direct manager of the transaction creator. 
   
   - Department manager: the approver is the department head of the employee who created the transaction.
   
   Direct manager, Department manager are only displayed when HR Record module is active.

5. Select action: approve or sign
   With action is approve, you can upload the E-sign at the approval step if you enable the option "Allow upload esign for approval type" in Purchase Options setting
   
   
   
   
   

6. Click  to add another approver to the process
   Click  to remove a approver from the process

• Step 4. Click Save button 
  If the transaction creator's department does not have a department head, or the transaction creator does not have a direct manager, after submitting the approval request, the transaction creator will receive a notification that no approver was found.

Edit approval setting 

To edit the details of an existing approval :

• Step 1. Go to Settings menu under Purchase module from the left sidebar

• Step 2. Select Approval Settings menu -> Select approval setting need to be edited and click Edit 
  
  
  

• Step 3. Make the necessary changes and click Save button.
  
  
  

Delete approval

• Step 1. Go to Settings menu under Purchase module from the left sidebar

• Step 2. Select Approval Settings menu -> Select the approval need to be deleted and click Delete
  
  
  

• Step 3. Confirm your selection in the following pop-up. The approval will be deleted.