Approval

Invoice Approval.

Use this sub module to approve the originated invoices.

NOTE : An Invoice approval chain must have been defined, for the Invoice approval work flow to be achieved :

Log on with a user in the first role defined on the approval chain (priority).

Invoice Approval Fig 1

To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Invoices-> Approval.

The following screen opens up :

Invoice Approval Fig 2

Approving An Invoice :

Identify the invoice to be approved :

Invoice Approval Fig 3

Click on the verification icon

against the invoice to open the following window :

Invoice Approval Fig 4

Crosscheck the details to ensure they're correct.

Remarks - Enter the appropriate approval remarks in the remarks field.

Select Approved option from the drop down.

Click on the Approve button to effect the approval.

On successful completion you will get a pop up message confirming that the operation was successful.

Refresh and confirm that the entries are updated accordingly.

Both for local & global stages :

1st Role :

Invoice Approval Fig 5

2nd Role :

Invoice Approval Fig 6

3rd Role :

Invoice Approval Fig 7

4th Role :

Invoice Approval Fig 8

Once all approvals are effected as above, Goods Dispatch Notes can now be raised for the products.

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