Approvals {FPMO5-4}
This option is used to approve Accounts
Payable transactions. Accounts Payable Transactions requires
approvals if the system operational definition
parameter ‘EF’ (Invoice / Credit Notes approvals) was set
to E (users)
when the journal was committed.
Only user with approval privileges can approve financial transactions.
Only personals users defined on the personnel system {PBOP-1} can be granted approval
privilege {FCSM-5}.
On the first block the user can enter query criteria to filter
unapproved Accounts Payable transactions awaiting approver action, if none is entered
the system default is taken. The user may also indicate a sort order of
the transactions displayed.
By pressing the Query Approvals button in the bottom right corner
of the
screen will take the user to the approval screen where the first screen
query will be executed. Only unapproved Accounts Payable transaction to
which the user is restricted will be displayed. The area within which a
user performs approval privileges is dependent on the permissions given
to the user; refer the Finance Permissions Operational Manual.
The user can approve or reject the transactions individually or by
clicking the applicable button on the top of the screen to do a batch
approval or rejection. The user can set all lines to approve using the
APPROVE ALL button and individually reject selected line. Should the
user wish to attend to specific unapproved lines in the future the
approval indicator must remain on ‘N’. Remember
when you reject a line on a journal the complete journal is rejected.
There is the facility available to “right click”
with your mouse to drill down to the original document or you can
scroll to the right of the screen to see the detail of the transaction.
The approval application consists of two blocks. Only users with
approval privileges {FCSM-5}
are allowed to enter and query approval information. In block one the
approval user may enter approval query criteria. The user can further
enter a sort order to display the approval records in. The user does this by
entering a value 1 to 13 in to the sort order field next to the fields.
The sort order value may not duplicate. It is not necessary to complete
all sort order fields and the user can only complete the fields
required. Further more the field i.e. cost centre need not be completed
to sort on the field. The user should press the query approval button
to go to block 2.
For further details on this option, see Approvals.
History Of Changes
| Date |
System Version |
By Whom |
Job |
Description |
| 11-Jun-2007 |
v01.0.0.0 |
Amanda Nell |
t133678 |
New manual format. |
| 18_mar-2009 |
v01.0.0.1 |
Marchand Hildebrand |
t152121 |
Proof Read System Owner |
| 23-Mar-2009 |
v01.0.0.1 |
Ernie van den Berg |
t157063 |
Link to the new approval html. |
18-Dec-2012
|
v02.0.0.0
|
Marchand Hildebrand |
t183060
|
Add finance permisssions
|