Approving management objects
Akuiteo provides a tool to approve management objects.
DMFs to enable
- 020226 SALES QUOTATIONS MODIFY QUOTATION SUBMITTED FOR APPROVAL
- 020325 SALES QUOTATIONS MODIFY SALES ORDER SUBMITTED FOR APPROVAL
- 040221 PURCHASES QUOTES MODIFY QUOTE WITH APPROVAL REQUEST
- 040320 PURCHASES PURCHASE ORDERS MODIFY PURCHASE ORDER WITH APPROVAL REQUEST
- 040613 PURCHASES PURCHASE INVOICES PAYMENT AUTHORIZATIONS
- 040614 PURCHASES PURCHASE INVOICES PAYMENT AUTHORIZATIONS LIST
- 1508** DASHBOARDS APPROVALS *
- 0618** PROJECTS APPROVALS *
- 061801 PROJECTS APPROVALS APPROVALS SETUP
- 061802 PROJECTS APPROVALS MODIFY APPROVALS SETUP
- 061803 PROJECTS APPROVALS SHOW MY APPROVALS SCREEN
- 061804 PROJECTS APPROVALS MY APPROVALS / SWITCH RESOURCE
- 061807 PROJECTS APPROVALS REQUEST
- 061808 PROJECTS APPROVALS APPROVE
- 061809 PROJECTS APPROVALS DENY
- 061810 PROJECTS APPROVALS CANCEL
- 061811 PROJECTS APPROVALS DELETE APPROVAL REQUESTS
- 061812 PROJECTS APPROVALS MODIFY APPROVED OBJECT WITHOUT RESET
It is possible to set up approval rules to target the management objects to approve and define different approval levels.
Reference
For more information on how to set up approval rules,

Once the management object has been entered (e.g. purchase order), the user who created it must issue approval requests to be able to validate the management object.
From the management object:
- click on the
button from the action bar;
- go to Edit > Request approvals.
The approval request is enabled and automatically sent to the relevant employee. Approvals are listed in the Approvals tab of the management object.

There are different ways to approve management objects:
- directly from a management object;
- by searching for pending approvals, following a request from a third-party employee.
This action can be reversed and you can go back to the To be approved state at anytime by clicking on the relevant button.

1 | Open the management object to be approved and click on the Approvals tab. |
2 | In the table that displays under the screen, click on the green check for the line to be approved. |
3 | In the Approve screen, enter a comment if needed. |
4 | Validate and send a confirmation email, if needed. |
The columns in the table are updated and the management object is approved.

1 | Go to Dashboard > Approvals or My Akuiteo > My approvals, then start a search. |
2 | In the result table for approvals management, double-click on each approval line and follow the procedure described in Approving from a management object. |
You can also find all pending approvals from your Interactive personal dashboard.

If an employee delegated its approval to you, you can do the following:
1 | From the search list of pending approvals, go to Edit > Change employee. |
2 | In the window that displays, enter the code of the employee who delegated the approval and validate. |
The list of pending approvals linked to the selected employee is displayed. You can now approve the management objects on behalf of that employee.