Hello, everyone. This is John Grande coming to you once again from DimeSoft Business Solutions, and as always, I am the guy who is thrilled to talk about Acumatica ERP.
Today, we are going to be talking about the Approval Process Workflow inside of Acumatica. So without any further ado, let's jump into the cloud and take a look.
We are going to log into Acumatica using Firefox web browser, and we are logging in as a purchasing agent. As you can see, because I'm a purchasing agent, my access to the various suites and modules inside of Acumatica are limited only to purchase orders and purchase order requisitions. I am going to create a purchase order, choose my vendor, create a line item, order quantity of five at a unit cost of 20,000 each, giving me an extended cost of $100,000. I'm going to take it off of hold, and I'm going to attempt to approve it.
You'll notice that it still says "pending approval." I am going to attempt to approve it again. I get an error message this time, and here's my error here. If I mouse over it, it's going to tell me what my error is. I am not an authorized approver for this document.
The reason why this is coming up is just that. I am authorized to create a purchase order, but I am not authorized to approve purchase orders. That duty, in this particular configuration, is reserved for the admin.
So let's go ahead and log in as an admin. I'm going to jump over to another web browser. This time it's going to be Google Chrome, and you'll see that I'm logged in now as an administrator. I have access to many more areas of the system, in fact, all of the areas, and I'm going to go over to my tasks and approvals dashboard, and you'll see here, even though the columns aren't very wide, here is the purchase order that was just created by Ms. Wiley. I'm going to click on my approvals so I can get a better view of them. Here's a list of my approvals to be due. In red, here is the approval. I can read it at a glance.
If I want to get more details on it, I can double click, and it will actually open up the purchase order itself, and though I could have approved it in that screen previous to this one, once I look at it, I can make changes, or if everything looks good, I can go up here, and I can finally approve the purchase order.
So that's the example that I was planning on giving you today of a workflow approval. Thanks once again for joining me. If you should have any questions regarding this video or anything else pertaining to Acumatica ERP, please feel free to call me at 951-928-1990 Ext 212, or you can always reach me by email at jgrande@DimeSoftinc.com.
Thank you very much, and I'll be looking forward to next time.