New function for allow approver to approve the specific document it has restriction when post Invoice or Delivery Note.
Pre-Request
Please note, below setup to be handle by dedicated user, e.g. system administrator. Please refer to Setup for the details
- Setup in users for assign approver for approve the sales invoice or DN it has "Restrict" configured in Sales Posting Checking
- Configuration in Sales Posting Checking
Configuration in Sales Posting Checking
Restrict - check the check box for Restrict if the sales invoice or DN line is needed to release by the Invoicing team approver when post DN or Invoice.
To approve the sales invoice or delivery note which has item it needs to approve for the restrict.
Same as existing process, sales posting checking to be check when print no-header document or post sales invoice / delivery note.
1. Go to Item Approval List
Use search function or find the link in Departments/Sales & Marketing/Order Processing
2. List of sales line in SI or DN it has restricted item to be shows.
Action button use for following actions.
- Approve => select the line then click Approve for approve the Document
- once the document is approved, user can post accordingly.
- Open Document - select the line then click Open Document to preview the sales invoice or delivery note.
Checking
Approval Type | Criteria | Allow Skip Approval | Send “Item Approval” / “Restrict” Request | Print the “Restrict” information on document report |
|---|---|---|---|---|
Item Approval | Item Virtual Location | Yes – according to setup in Salespeople. (e.g. UIC) | “Send Approval Request” · Sales Order · Sales Invoice · Delivery Note *Note: Sales Order Workflow for SO with Prefix “AA” only. | N/A |
Restrict | Item Vendor No Location Virtual Location Lot No Customer Customer Type Sales Prefix | NO | “Send Approval Request” · Sales Invoice · Delivery Note “Post” · Transfer Order · Item Journal | “Print” - show restrict information on document only, no approval to be send · Sales Invoice · Delivery Note |