Guide: Approval Setting

Approval Setting

Add New Approval Setting

To add a new approval  to your organization:

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar.
• Step 2. Select Approvalmenu -> Click on the New approval settingbutton.
• Step 3. In the New approval settingpage, fill the following details: Enter the Subject.Select Related: includes Purchase request, Purchase Order, Quotation, Purchase Invoice, and Payment requests 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 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 managerare only displayed when HR Record module is active.Selectaction: approve or sign With action isapprove, you can upload the E-sign at the approval step if you enable the option "Allow upload esign for approval type" in Purchase Optionssetting Clickto add another approver to the process Clickto remove a approver from the process

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 managerare only displayed when HR Record module is active.
5. Selectaction: approve or sign With action isapprove, you can upload the E-sign at the approval step if you enable the option "Allow upload esign for approval type" in Purchase Optionssetting
6. Clickto add another approver to the process Clickto remove a approver from the process

• Step 4. Click Savebutton 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 Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Approval Settingsmenu ->Select approval setting need to be edited and click Edit
• Step 3. Make the necessary changes and click Savebutton.

Delete approval

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Approval Settingsmenu ->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.