The approval dashboard shows detailed information on everything that needs to be approved. The approval module can be used to either approve or reject the following process:

  • Goods receipt.
  • Purchase order approval.
  • Vendor onboarding. 
  • Purchase order invoice approval.
  • Non purchase order invoice approval.
  • RFP approval.
  • RFQ approval.
  • Requisition approval. 
  • Inventory batch approval.
  • Payment run approval.

 

The approval workflow log shows details of all pending items that need approvals. The user can decide which items to see on the approval log by using the filter dropdown. 

  Fig.175 On the approval landing screen, the filter button is marked with a red arrow.


 

On-clicking the filter dropdown users can select which of the approvals process to view, ranging from vendor onboarding, requisition approval and RFP approval, invoice approval, purchase order approval, inventory batch approval and inventory checkout approval. 


  Fig.176 popup screen after clicking the filter button (filter button as shown in figure 175), the user can filter by date or process then click submit to proceed. 


 

Example: The user can decide to view only requisition approvals; on clicking requisition approval, the table changes and shows all pending approvals under requisition.

  Fig.177 annotated screen showing pending approvals for only requisition.


 

User can click on any of the pending approval line items to proceed with either approval or rejection.

  Fig.178 annotated with red, is a requisition waiting for approval. 


 

Popup screen showing the request item up for approval or rejection. 

  Fig.179 Landing screen after clicking an item for approval.


 

  Fig.180 After clicking approval, a popup screen appears to confirm approval of an item.