Hi
Some time
back we implemented an approval mechanism for purchases. Approval limits were
stored at the user group level. If a user is in multiple groups then they get
the highest approval limit from their group memberships.
We added
"Approved by", "Approved date", "Approved amount" to the purchase order
table.
When a user
attempts to post an "unapproved" purchase order it checks the value of
the order. If this exceeds the current user's authorisation limit then the user
cannot proceed to posting. If the value is below their limit then the order is
automatically approved (i.e. the approved by, approved date and approved amount
fields are set).
A new
"Approve" button was added to allow another user with a higher approval limit to
approve an order so that it can be posted. The approve button
just sets the approved by, approved date and approved
amount.
When a
user attempts to post an order that is already approved, the system checks that
the order value is still below the approval amount recorded when it was
approved.
I hope that
gives you some ideas on what you could do for your client
Regards
Malcolm Burtt
Global
IT Group
"Business Solutions designed for YOUR business
processes"
Global IT Group is the trading name of Touchstone Global Business
Solutions Ltd. and is part of the Touchstone Group
PLC.
-----Original Message-----
From: Padmaja Iyingar [mailto:[EMAIL PROTECTED]
Sent: 15 November 2004 14:11
To: [EMAIL PROTECTED]; [EMAIL PROTECTED]
Subject: [Axapta-Knowledge-Village] Urgent : Axapta Std functionality for Approving InvoicesHi,I need your help again.Axapta has the approval CheckBox on the posted invoice that is default to "Checked". i.e, Axapta wants me to post an invoice even if it not approved. its kind of strange for me. I didn't hear this type of functionality in any ERP. Is there any way, I can do some automating checking (i.e amount tolerance ) and then approve if the tolerance < 1 % or unapprove by unchecking the checkbox if the tolerance>%1...or any other idea?. or what is your experience?.Thanks in advance,Padmaja__________________________________________________
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