There are various approval processes in organizations according to the needs of business units. For example; In processes such as purchase orders or the conversion of a proposal into a contract, certain document control or approval of the process by a manager may be required. In a purchasing process case, steps such as Purchasing Officer Approval, Proforma Approval and Purchasing Manager Approval can be determined and assigned to the relevant users.

During the approval process, a message is automatically sent to the system users assigned to the relevant approval step, and the users are informed. By the notification icon shown below, the user is directed to the relevant page. Related users approve or reject the request after reviewing the document or process.

By selecting Approval Process from the Settings section, the processes and steps needed in the organization can be easily determined. The steps to create an approval process and condition are given below, respectively:

  1. Define Process: A Number and a Description are specified for the process. For example; Definitions such as Purchase Process or Rental Project Process can be written.

  2. Define Process Steps: Approval steps are determined. A Number is given to the approval process and the Approve Sequence is entered. In which Process the approval process will be valid is selected and the Definition of the step is specified.

For example; Purchasing Process is selected from the Approval Processes field, then the "Purchasing Officer Approval" step to be submitted for approval is written in the Description area and the Approval Sequence is determined as 1 and a Number is determined. After assigning the user and module to this created process step, the first step of the purchasing process will now be "Purchasing Officer Approval".

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