Document Approval
Approval adds a manual checkpoint before a submitted document can continue into later business actions.
Daily approval entry on PC: open Approval Center from the page header. Administrators configure rules under Personalization Settings → Approval Settings.
Saving, submitting for approval, and final approval are separate steps. Approval also does not perform the business operation itself: an approved sales order is not automatically shipped or paid, and an approved purchase order is not automatically received or paid.
Configure approval rules
An administrator opens Personalization Settings → Approval Settings, chooses the relevant module and rule, enables approval, and assigns approvers in order. A rule can use up to three levels; each level handles the request only after the previous level approves it.
| Module or rule | What it controls | What to remember |
|---|---|---|
| Create production order | Creating or editing an Order Production sales order | Re-editing an approved order may require a separate request |
| Outsourcing document | Submitting an outsourced-processing document | Approval does not issue material or record a return |
| Greige purchase | Submitting an Order Production greige purchase | Approval does not record arrival |
| Void production order | Voiding the whole sales order | Existing downstream business must be reversed first when required |
| Sales order | Submitting a regular inventory sales order | Shipment and receipt actions remain blocked while approval is pending |
| Purchase order | Submitting a regular inventory purchase order | Goods receipt and payment actions remain blocked while approval is pending |
Enabling one rule does not enable every other rule. Existing companies keep their current configuration until an administrator explicitly changes it.
Submit a document
- Create or edit the document in its normal business page.
- Check the customer or supplier, products, quantities, prices, dates, and other required details.
- Use Submit for Approval when the page indicates that approval is required. Saving a draft alone does not submit it.
- Confirm that the document shows a pending-approval state and review the recorded approvers.
- After final approval, return to the original business page and perform only the actual shipment, receipt, inventory, or payment actions that have occurred.
Sales, purchase, outsourcing, and greige-purchase documents are submitted from their own pages. Do not create a replacement business document from the approval list.
Review pending requests
Approval Center separates items currently waiting for you from approval records you are allowed to review. Open the request before deciding, check the document number, submitter, details, amount, and current step, then choose Approve or Reject. Add a clear comment when changes are needed.
One approval does not necessarily finish a multi-level workflow. The request remains pending until every configured level approves it.
Reject, withdraw, and resubmit
- The current approver can reject a pending step.
- The submitter can withdraw a request while it is still pending.
- After correcting the original document, submit a new approval request from that business page.
Old rejected or withdrawn records remain as history. Withdrawing approval does not automatically reverse any business action that already exists.
Approved production orders that need editing or voiding
When the configured rule requires it, use Request Re-editing from the production-order detail. Approval of that request only unlocks editing; the changed order may need to be submitted and approved again.
To void an order, use the order detail's original void workflow. The system checks inventory, production, shipment, and financial dependencies first. Approval never bypasses those checks.
FAQ
Why is Approval Center empty?
Confirm that the document was submitted rather than only saved, that its rule is enabled, and that the current approval step is assigned to you. Clear list filters and verify the current company if needed.
Why can't an approved document be shipped, received, or paid immediately?
Approval only confirms the request. Return to the original business page and complete the real operation with the required permission, inventory, and document conditions.
Does access to Approval Center let me approve for someone else?
No. Page access, record visibility, and assignment as the current approver are separate checks.