Innovative Hardware and Software Solutions for Business and Local Government
Innovative Hardware and Software Solutions for Business and Local Government
 |
| Call 0845 1300 188 |
WAP - Approval Routes
By selecting the Routes menu option on the left hand menu bar you are presented with the Routes home page as shown below.
Approval Routes Summary
The WAP system allows approval routes to be created for each type of document that you are using within the system (eg Purchase Request, Invoice, Expense, Timesheet and Holiday Request).
In addition to this you can also create approval routes by Nominal Code, Requesting User, Sage Project or project item, and additionally Document Value.
When you set the system up you need to select which of these options you will use within the approval routes for each document type (see system settings options). It is advisable that you set this as simply as possible as the combinations of items in each approval route can get very complicated.
The most common approval route is for Nominal Codes. This actually referes to a uniquie combination of nominal code, cost centre and department from Sage 200. In this case an approval route would be created to specify the people who need to approve it, the approval limits that each have for this nominal code, any mandatory approving users, any users that must approve if the item is over budget.
The WAP system provides a number of options that you can use to create approval routes for your business documents such as Purchase requests, Invoice Approvals, Expense Approvals, Timesheets and Holiday Requests.
These are configured within the system settings under the Approval tab as shown below:
The first and most common option that is used for the approval routes is the Nominal Account. This refers to a specific combination of Nominal Code, Cost Centre and department that has an approval route associated with it.
The second option is the newest addition to the approval routes, certain documents can now be routed based on the value of the item on the document. Value bands can be configured determine where the document should be routed.
The third option is the requesting user, where a route is created based on the user raising the request, expense claim, Holiday Request etc.
The forth & fifth options allow for routes to be configured for the Sage Projects and project items (from Project Acccouting). For each of these a specified approval route can be created. If Sicon Job Costing, or Sage Construct is used as the costing module for WAP. Then these option will apply to the selected Job / Contract.
You can select one option or many options depending on the the complexity of your business processes.
Self Approval
In many organisations users are not allowed to self approve a purchase request, expense, invoice etc. If this is the case for your organisation then you need to select this setting.
The result of this setting is that even if the requesting user has sufficient authorisation value to approve a request, Expense etc, it is forced to the next user in the route to approve also.
If there is no additional user in the route then the system will send the item to the users 'Alternate' user setup in the user settings. (This is the same users as defined for the out of office functionality)
For more information on setting up Approval Routes click here
Deleting Approval Routes
Once approval routes have been configured in the system it is not possible to change the approval options for each document type. Buttons have been provided to clear down all approval routes for each document type to allow new options to be selected, and new routes configured.
Nominal Descriptions Summary
In order to make the system easier to use for non-Sage users it is possible to change the nominal descriptions tha the users will see when using the WAP system.
For more information on setting up the Nominal Descriptions click here
Software
|
Hardware & Networks |
Sicon Products |
Sage Awards - 2009
|
Copyright © 2012 Sicon Ltd
