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Manufacturing Premium: Approvals for quotations and sales orders

Written by Pieter Hamans on . Posted in Exact Online

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In a company of sufficient size, quotations and sales orders entered by employees require approval of a manager before they are sent or confirmed to the customer. In Exact Online Manufacturing Premium and Exact Online Wholesale Distribution Premium we introduce the approvals for quotations and sales orders.

Setting up

The approval process for quotations can be enabled or disabled via Settings, Quotations:

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The approval process for sales orders can be enabled or disabled via Settings, Sales order:

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To assign rights to an employee to approve quotations and/or sales orders we go to Master data, Users:

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The approval process

Upon entering a quotation, a user without approval rights will not be shown buttons to print or accept the quotation. The user(s) with the rights to approve will be shown an Approve button:

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Upon entering a sales order, a user without approval rights will not be shown buttons to print the sales order confirmation. They will be neither able to deliver or invoice the sales order until approved. The user(s) with the rights to approve will be shown an Approve button:

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The approvals are part of Exact Online Wholesale Distribution Premium (general available) and Exact Online Manufacturing Premium (controlled release). More information with Pieter Hamans (pieter.hamans@exact.com).

 

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