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Former Member
Dec 02, 2008 at 02:27 AM

Help Approval Procedures

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Hi All

I'm not sure if this is possible in SBO, I want to know how can a user (Finance department admin clerk ) capture an invoice (Purchase Invoice) and then selects the person who is the Head for that department to receive it.

N.B. Approval Procedure are active for Invoices added on the system. Currently the setup is if a Finance user captures an Invoice irrespective of the value, the invoice must be sent for approval to all the GM's ( General Managers).

Now a problem is when it is sent to all the GM's a mistake can happen when a GM is in a hurry or (s)he approves another departments invoice.

I was thinking of activating data ownership and specifying the rules for each user.

Is there another way where only Purchase Invoices for each department be sent to that particular department when the Approval Procedures are active?

Thanks

Bongani Dlamini