3.2.0.22

Approval & Workflow

Voucher approval:

• When approving a voucher in WebWB on My Approvals List screen, the process has been changed to handle 3 types of vouchers:

If voucher type in (Invoice, Credit) then do the current value validation:

-check that lines exist. Vouchers without lines cannot be approved. Error message "A Voucher must have vouchered lines before approval.".

-Check voucher header net value = sum of lines total net value

 -Check voucher header GST = sum of lines total GST 

If voucher type = Sub Claim, NO value validation is needed at all, because there will not be any voucher lines. Just allow to approve or decline with no validation.

There is a 4th voucher type, Return, but this type doesn't even have an approval process, is something completely different, so is not covered in this Web Vocuher Approval process.

• Vouchers for review removed from the approval list. Only AP vouchers for approval are listed.
• When declining a voucher:
  -the label Appover, changed to 'Assign to Reviewer'
  -the document can only be assigned to APVoucher reviewers. 
  -Decline button assigns for review. Document will not show in Web for approval anymore, until the document is assigned to an approver again.
• For the other type of documents in this 'My Approval List' screen, when declining a document, the list to assign it to is all active records in People records.

Purchase Requisitions