Document Approval

Companies often need a documented sign-off before a sale, purchase, invoice or payment moves forward. This module adds configurable approval on sales orders, purchase orders, customer invoices, vendor bills, payments and receipts. Each document shows a pending approval state and only the chosen approvers can approve or cancel the approval. A snapshot of the document is stored when approved, and an optional gate blocks confirming or posting until then. It works on top of Sales, Purchase and Accounting.

1. 1

   Enable approval per document

   In Settings tick which documents need approval: sales, purchase, customer invoice, vendor bill, payment and receipt. Each option has its own list of approving users.

   • Required flag per document
   • Approver users list
2. 2

   Set the processing gate

   Decide whether approval blocks processing. When on, confirming an order or posting an invoice or payment is refused until the document is approved.

   • Blocks confirm and post
   • Clear error message
3. 3

   Request approval

   On the document form the status shows Pending Approval when approval is required. Approvers see an approve button in the header.

   • Status widget
   • Approve button for approvers only
4. 4

   Approve and store the snapshot

   When an approver approves, the system records who and when and stores a snapshot of the document. The event is logged in the chatter.

   • Approver and time recorded
   • Snapshot stored
5. 5

   Cancel an approval

   Authorised users can press Cancel Approval to reopen the document for change. It returns to pending and must be approved again.

   • Cancel Approval button
   • Re-approval required

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