Base Concepts

Checklists/Approvals

• Users are disallowed any editing  on the Approval Required Status, this ensures no changes can be made during the approval process. 

• In order to Edit/Update the transactions one will need to set the transaction to pending by navigating to Actions > Pend Transaction. 

• The Approval process will reset after the transaction is set to pending. 

• After the requester/submitter Approved the Requisition he will need to request approval by navigating to Approve > Request Approval. 

Attachments and Notes can still be added in the transaction dashboard by navigating to Menu > Open Transaction Dashboard. 

Transactions with checklists

• Requisitions  

• Purchase Orders

• Customer Credit Notes 

• Supplier Invoices

To be Verified

• General  Journal

• Stock Adjustments (Non Accounts)

• Supplier Invoice Not linked

• Work Orders