How To
- Approve order function.
- Cost Activities
- How does the “Approved Supplier” (QA status) functions work?
- How does the Approve direct purchases onshore work?
- How does the rule-based approval matrix work?
- How To - Set Failure Report Running Number
- How To - Add SQL Server to Windows Firewall Exception
- How To - Access the report template editor
- How To - Accounts and Budget (v. 2.662 and later)
- How To - Active a unit for use with the Incidents Module
- How To - Add same document on multiple components
- How To - Approve Purchase Orders and Change Requests when using Approval Rules and Change Approval
- How To - Assign user rights
- How To - Automatically resize images
- How To - Backup TMv2
- How To - Cancel Job History (Job Signed Out In Error)
- How To - Cancel job history (Video Link)
- How To - Catalogs
- How To - Change a Unit Code in TM Master V2
- How To - Check for File Not Found Error. Document Handling.
- How To - Circulating Components
- How To - Company tags
- How To - Connect the TM Master v2 Client Application
- How To - Connect the TM Master v2 client to more than one database
- How To - Contract Management
- How To - Copy Components, Component Jobs and Spare Parts
- How To - Create a new unit
- How To - Create a New User TM Master v2
- How To - Create and use batch jobs in TM
- How To - Create Credit Note
How does the rule-based approval matrix work?
How does the rule-based approval matrix work?
- Once the order has a selected supplier and the order has a total value
- Click the
[Approve] button in the order head menu. - The below form will appear:
- In the grid at the bottom of the form, a list of approval levels will show with the name of the assigned default approvers for each level.
- Click the [Send Approval Request] button to send a request for approval to the approver on the first approval level.
- Click [Close]
- The user on the first level of approval will be notified that an order Is up for his\her approval, either by an external e-mail or by TM Master internal e-mail.
- Once the first level has been approved, the user on the next level is notified that an order is up for approval. For every level approved the next assigned user in line is notified. When the top level has been approved the order is “Approved” and can be sent to the supplier.
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