1. Click "Options"
Firstly we need to enable the setting. So we will navigate to Options
2. Click "Purchase Bills"
From the Options menu we need to open up the Purchase Bills Options Menu
3. Click "Approval Budgets"
From the Purchase Bills Options we need to navigate to the Approval Budgets.
4. Click "No"
From this Page we can enable the "Bill Lines require Approval by Project Managers" setting.
5. Select The Draft Bills
Now that our setting is Enabled. We can go to one of our Purchase Bills and Approve it. So First we will go to a Bill in Draft and and submit it for Approval Navigate to the Bills Dashboard and select the Draft List
6. Open the Bill if your choice
Open a bill requiring submission to continue.
7. Click "Submit"
Submit the Bill to put it into the waiting Approval Stage
8. Here we can see each line and its current status
Here we can see each line on the bill and its current approval status. The ones that we can approve will say "Pending Approval". Lines will also show whether they have already been approved, or whether they are awaiting approval by someone else
9. Select the lines you want to approve.
To select Lines for Approval, we can either select all valid lines with the tick box at the top of the table, or we can select each line we want to approve individually,
10. Each line we want to approve has been selected
Now that we have selected the lines we want to approve we can confirm the approval
11. Click "Approve Lines"
Click on "Approve Lines" this will then approve each line on the Bill that you have selected
12. You can see the status of the lines here.
You can now see that the status of the lines have updated and now show as "Approved". Once all lines on the Bill have been approved by their respective Project Managers the Bill will be ready to Open
13. Click "Refresh"
Once every line on a Bill has been approved. It will continue on to the Approved Stage where it will await Opening like a regular Bill.
The guide walks you through the Upvise application, covering tasks like approving budget lines, selecting options, and submitting forms. By following these engaging steps, users can efficiently handle bill line approvals within the Sales & Inventory Management module.
Ex_KSales_BL_OV-Release 3 - Bill Line Approvals_4/07/2024-V1