Validate/reject an order awaiting approval?
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
As an order approver, I want to be notified on my mobile when I have orders to approve and I want to process these approval requests from my phone.
When a new order is sent to the manager for approval, he or she receives a notification on their phone inviting them to validate the order. Clicking on this notification takes the manager to the Purchasing module's mobile app, where they can view the list of orders for which they are an approver, and then validate or reject each one.
In this article :
Notification
For each new order sent for approval, the manager receives a notification on his or her telephone indicating the name of the requester, the amount of the order and the supplier.
Note :
To receive notifications, make sure you have authorised notifications for the ACHAT mobile app in your phone settings and also in the "Other" menu then "Internal approval request".
Orders
Once you have clicked on the notification, select the "Orders" menu from the mobile app home page to access the list of all the orders in your area.
Then click on the "Orders to be approved" section of the "Orders to be validated" category. You will see the number of orders awaiting your approval.
Note :
In the "Pending orders" section, you can see the tab "Pending approval by the person responsible". This corresponds to all the orders that need to be approved within your perimeter, including orders to be approved by yourself and other approvers.
Once in the "Orders to approve" category, select an order and click on "Validate" or "Reject" to process the approval request.
Note :
If you refuse the order, you must enter a comment to confirm the refusal.
When the approval request has been processed, you will be redirected to the "Orders to approve" list, where you will be notified that the request has been processed.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
Order - orders to be approved - notification - responsible approval - application - mobile - purchase