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HansaManuals Home   >> Standard ERP   >> Business Alerts   >> Approval Rules Register  

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This text refers to program version 6.4  

Entering an Approval Rules record

To enter a new record in the Approval Rules register, first ensure you are in the Business Alerts module and then click the [Approval Rules] button in the Master Control panel. The 'Approval Rules: Browse' window is opened, showing the Approval Rules records already entered.

As in all browse windows you may sort the list by clicking on the column headings. To reverse any sort, simply click once again on the column heading. You can also scroll the list with the scroll bars. Finally, you can search for a record by entering a keyword in the field in the top right-hand corner. When you press the Return or Enter key, the first record with a match for the keyword in the current sort column will be highlighted.

To enter a new Approval Rules record, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight an Approval Rules record similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Approval Rules: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Approval Rules record.

When the Approval Rules record is complete, click the [Save] button to save it. As soon as you save an Approval Rules record for the first time, it will be activated. Records in the register in question that are saved after that moment will be subject to the approval process. Records saved before that moment will not be subject to the approval process. You will need to save each one again so that their Approval Status changes from Not Required to Not Requested, thus making them subject to the approval process.

Since the amount of information stored in each Approval Rules record will not fit on a single screen, the Approval Rules window has been divided into two cards. At the top of each is the header. There are two named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Approval Rules record you are working with.

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