X-ERP Help

Approvals

Approvals control who must review and approve a process before the next process step is possible.

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.

Further information / source

Related topics

  • Evidence
  • Email
  • Changelog

Frequently asked questions

What do I use approvals in X-ERP?

Approvals control who must review and approve a process before the next process step is possible.

What should I particularly check?

Releasing means taking responsibility. Check content, amount, attachments and discrepancies - not just status.