Hello, Have seen a product called "ReQlogic"? ReQlogic is a feature rich requisitioning and procurement applicaitons that is 100% integrated with Axapta. It has advanced work-flow and approval engine that allows you to setup practically any approval/routing scenario. You can find more information at http://www.tectura.com/ReQlogic Thanks, Tim --- In [EMAIL PROTECTED], Girish B <[EMAIL PROTECTED]> wrote: > Hi, > at our clients end we have an approval process. But > this is required before the PO is posted. we have > approval limits set by individuals ,by cost centres > and Company limit. Also there is a control on the type > of PO's (mainly by dimensions) that the users can view > and approve (for this i have used record level > security, again this was created and not the standard > axapta RLS). Since too much customisation was required > i had created a completely new form (similar to the PO > form) which was used for approval. when the PO is > created it gets a status of Requisition (new status > field with enum Requisition, approved, Purchase > order). Until the Status is changed to approved the > posting button remains disabled. when the status > becomes approved the PO can be posted, but until the > PO is posted the other posting buttons (delivery, > invoice) remains disabled. > > This approval process was a complete new detailed > functionality required. It works fine. you can provide > a functionality similar to the above. > > Remember that its not wise to make too many changes > on the standard forms (might affect during upgradation > to the new versions). But if there are limited > changes required then this could be done. > > Hope this will help you in deciding the procedure for > approval process. > > cheers, > Girish > > > --- Jim Jo <[EMAIL PROTECTED]> wrote: > > Hi Padmaja, > > > > Why cant you do this by security groups settings? > > You can allow only certain groups to post invoice. > > This is one way of doing this. > > > > Second method .. Needs a one min customizations > > effort. > > > > Change the default value of the check box to ::NO > > and disable for editing (Through a security group, > > so the admin or managers can edit the field). But > > still the user is allowed to post the invoice. These > > posted invoices are not considered for transaction > > until it is approved. The next level approval can be > > done from vendor - transactions. Again you can > > restrict this access also for certain user groups > > only. Only after the invoice is approved this is > > considered for open transactions and to close > > further .! > > > > I have done the first method in two sites and the > > latter with all other clients. > > > > Yep ... Anyways this was just to add your info's .. > > Try to do it with as much less possible > > customizations! > > > > How do you find this solutions :-). My clients are > > very happy with these two !! :-) > > > > laters, > > > > > > > > > > > > > > > > > > > > Padmaja Iyingar <[EMAIL PROTECTED]> wrote: > > Great Thank you. But, I will check with the client. > > If the requirement is simple, then I will try to > > customize it according to Vaibhav. > > regards, > > Padmaja > > > > Malcolm Burtt <[EMAIL PROTECTED]> > > wrote: > > Hi > > > > Some time back we implemented an approval mechanism > > for purchases. Approval limits were stored at the > > user group level. If a user is in multiple groups > > then they get the highest approval limit from their > > group memberships. > > > > We added "Approved by", "Approved date", "Approved > > amount" to the purchase order table. > > > > When a user attempts to post an "unapproved" > > purchase order it checks the value of the order. If > > this exceeds the current user's authorisation limit > > then the user cannot proceed to posting. If the > > value is below their limit then the order is > > automatically approved (i.e. the approved by, > > approved date and approved amount fields are set). > > > > A new "Approve" button was added to allow another > > user with a higher approval limit to approve an > > order so that it can be posted. The approve button > > just sets the approved by, approved date and > > approved amount. > > > > When a user attempts to post an order that is > > already approved, the system checks that the order > > value is still below the approval amount recorded > > when it was approved. > > > > I hope that gives you some ideas on what you could > > do for your client > > > > Regards > > > > > > Malcolm Burtt > > Global IT Group > > "Business Solutions designed for YOUR business > > processes" > > Global IT Group is the trading name of Touchstone > > Global Business Solutions Ltd. and is part of the > > Touchstone Group PLC. > > > > -----Original Message----- > > From: Padmaja Iyingar > > [mailto:[EMAIL PROTECTED] > > Sent: 15 November 2004 14:11 > > To: [EMAIL PROTECTED]; > > [EMAIL PROTECTED] > > Subject: [Axapta-Knowledge-Village] Urgent : Axapta > > Std functionality for Approving Invoices > > > > > > Hi, > > > > I need your help again. > > > > Axapta has the approval CheckBox on the posted > > invoice that is default to "Checked". i.e, Axapta > > wants me to post an invoice even if it not approved. > > its kind of strange for me. I didn't hear this type > > of functionality in any ERP. Is there any way, I can > > do some automating checking (i.e amount tolerance ) > > and then approve if the tolerance < 1 % or unapprove > > by unchecking the checkbox if the tolerance>%1... > > > > or any other idea?. or what is your experience?. > > > > Thanks in advance, > > Padmaja > > > > > > > > > > __________________________________________________ > > Do You Yahoo!? > > Tired of spam? Yahoo! Mail has the best spam > > protection around > > http://mail.yahoo.com > > > > Sharing the knowledge on Axapta. > > > > > > > > > > Sharing the knowledge on Axapta. > > > > > > > > > > > > --------------------------------- > > Do you Yahoo!? > > Check out the new Yahoo! Front Page. www.yahoo.com > > > > Sharing the knowledge on Axapta. > > > > > > Yahoo! Groups SponsorADVERTISEMENT > > > > > > --------------------------------- > > Yahoo! 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