Setup Approval
YouTube: How to Manage Multi - Level Approval Workflows for Documents?
How to Manage Multi - Level Approval Workflows for Documents?
In this tutorial, we will explore the Approval System in Logic ERP, including multi-level approvals and approval tracking. Let’s begin by configuring the approval process.
Approval Setup Configuration
Open the Approval Setup module.
Click on Select Events and choose Purchase Order Quotation against Purchase Indent.
Click Refresh Tree.
The selected event will now appear in the tree structure.
Allocate Users to the Event
Right-click on the event and select Allocate Users.
Allocate the Manager, Supervisor, and Administrator roles.
The users are now successfully assigned to the selected event.
Define Approval Sequence
Right-click on the event again and select Set Allocated User Order.
Define the approval hierarchy as:
Manager
Supervisor
Administrator
This sequence ensures a structured, multi-level approval flow.
Create a Purchase Indent
Log in as a User.
Go to the Purchase Indent module.
Enter the Department Name and Supplier Name.
Add the required item details.
Save the document.
Generate Purchase Order Quotation
Open the Purchase Order Quotation module.
Enter the Department Name and Supplier Name.
Click on Retrieve Purchase Indent.
Select the previously created purchase indent and click OK.
Verify the retrieved details
Save the document.
Approval Flow – Role Wise
Administrator Login
Log in as Administrator.
Click on the "Logic" icon, then select "Common Programs".
Go to My Messages.
Select Purchase Order Quotation against Purchase Indent Approval.
The screen appears blank because the document must first be approved by the Manager, followed by the Supervisor.
Manager Approval
Log in as Manager.
Go to My Messages.
Select Purchase Order Quotation against Purchase Indent Approval.
The pending document is visible here along with relevant details.
Select the document.
Click Approve Event.
Click Approve.
The document is now approved at the manager level.
Supervisor Approval
Log in as Supervisor.
Go to My Messages.
Select Purchase Order Quotation against Purchase Indent Approval.
The document approved by the manager is now pending at the supervisor level.
You can also view:
Last Approval Name
Last Approval Date
Last Approval Status
Select the document.
Click Approve Event.
Click Approve.
The document is now approved by the supervisor.
Administrator Approval
Log in as Administrator.
Go to My Messages.
Select Purchase Order Quotation against Purchase Indent Approval.
The document approved by the supervisor is now pending at the administrator level.
Select the document.
Click Approve Event.
Click Approve.
The document has now been fully approved by the administrator.
Conclusion
This is how the multi-level approval workflow functions in Logic ERP. It ensures:
Proper approval hierarchy
Clear visibility of approval status
Complete tracking of approval history
This system enhances control, accountability, and transparency in your procurement process.
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