X-ERP Help

Approvals

Approvals make decisions visible: The list shows who approved or blocked when; the actions add a new release or permanently block the document from further changes.

Document register approvals

Approvals make decisions visible: The list shows who approved or blocked when; the actions add a new release or permanently block the document from further changes.

“Block document” is a final process decision and prevents further changes. Do not execute until content, positions, prices and approvals have been fully verified.

Test history

  • Approved by: User or employee who granted approval.
  • Approved on: Time of release.
  • Blocked by: User or employee who blocked the document.
  • Blocked on: Time of blocking.
  • Info: Additional information about the check or block entry.

Actions

  • Approve document: Creates a new approval entry for the current user.
  • Block document: Blocks the receipt.

Work safely

Open the history, compare the current document with the internal release rules and only approve or block after a conscious decision.

Related topics

  1. For specialist users – use individual modules safely and efficiently › Modules › Doc › Register tabs › Device service
  2. For specialist users – Use individual modules safely and efficiently › Modules › Doc › Register tabs › Contract
  3. For specialist users – Use individual modules safely and efficiently › Modules › Doc › Register tabs › Overview

Frequently asked questions

What is the Approvals Doc Register used for?

Approvals make decisions visible: The list shows who approved or blocked when; the actions add a new release or permanently block the document from further changes.

What should I check before saving or continuing to work?

“Block document” is a final process decision and prevents further changes. Do not execute until content, positions, prices and approvals have been fully verified.