Approval

The approval process is driven by the SalesManager Workflow engine. Alerts are sent to approvers via the Internal Mail system of SalesManager, but also via normal via SMTP and Microsoft Exchange (Outlook). When an approver logs into SalesManager P2P their dashboard will appear. On this Approvers Dashboard we can see that he has a number of Approvals pending.

Approval1

By drilling in on one of the I-Mails (Internal Mails) we can see who has asked for an approval and drill into the approval itself.

approval2

An approver can also log into the systems and search for all requisitions waiting for his/her approval.By clicking on the Approve button the requisition will move along to the next approver in the approval process. When the second approver authorises the purchase, the requisition can be converted to a purchase order.