Entering an Approval Rules record - Header
- Register
- Paste Special
Choices of possible entries
- Using 'Paste Special', choose the register to which the Approval Rules record is to apply.
- In the case of Sales Invoices, you should create separate Approval Rules records for Cash Notes (Invoices with a "Cash" Payment Term), Credit Notes and all other Invoices. If you do not create a record for Cash Notes, for example, the Rule for Invoices will not be used in its place.
- Comment
- Any Comment that you enter here will be shown in the 'Approval Rules: Browse' window.
- Contact
- Paste Special
Customers, Suppliers and Contact Persons in Contact register
- Use this field if you would like different approval processes to be followed depending on the Customer or Supplier.
- For example, you can create one Approval Rules record for Purchase Orders issued to Supplier 507, and a second Approval Rules record for Purchase Orders in which this field is empty, to be used for all other Suppliers.
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