Enable approval of purchase contracts
- 3 Min.
To make the most of the Purchase Contracts module and benefit from the approval workflows, you must enable the Purchase Contract Approval functionality and ensure that all users involved in the approval process are properly configured in the Continia User Setup.
You can both from from the Purchase Contracts Setup page.
Note
To enable Purchase Contract Approval or adjust the approval settings on the Purchase Contracts Setup page, you must have the permission set CDC-PC-ADMIN. If you don't use Purchase Contracts Approval, you or your colleagues don't need any special rights to create and manage contracts.
Enable Purchase Contracts approval
To enable approval for purchase contracts is straightforward: On the Purchase Contracts Setup page, under the Approval FastTab, turn on the toggle Enable Purchase Contract Approval. You can further specify:
- The maximum allowed deviation between the document date and the expected document date for automatic approval of invoices.
- Whether you want to make it possible for the purchase contract administrator to force approve purchase contracts (only available if the Document Approval module is activated).
Set up users
When you enable purchase contract approval, you must ensure that all included users are set up correctly in the Continia User Setup which you can access from the Purchase Contracts Setup page.
Approval rights can be configured specifically for purchase contracts, increasing flexibility and allowing the approval workload to be shared among multiple users. In the following example, the user Ester is set as the approval administrator with unlimited approval rights for general purchase documents. However, for purchase contracts, she can only create and approve contracts up to EUR 1,000. Contracts above this amount must be approved by Robin.
Other resources
- Document Capture Permissions (Continia Docs article)
- Activate modules for Document Capture (Continia Docs article)