Use the Transaction Center Approvals tab to enable and enter settings for the Transaction Center approval feature. When this feature is turned on, an approver reviews transaction entry files in the Transaction Center before the files are posted.
On this tab, you also choose the transaction types for which the approval process applies, set up employees as approvers who review, reject, and approve forms within the submitted transaction entry files, and select other posting and editing options.
Contents
| Field | Description |
|---|
| Enable transaction center approvals
|
Select this check box to turn on the Transaction Center approval feature in Vision.
When you enable this feature, the following occur:
- All the options on this tab are enabled so you can enter settings for the approval feature.
- An
Approval Status column displays on the Transaction Entry form and Transaction Lists form in
.
- A
Submit File option displays on the toolbar of the Transaction Center entry forms for the transaction types for which the Transaction Center Approvals feature has been turned on.
- The following alerts are available in the Transaction Center folder of Company Alerts Configuration ():
- Transaction Entry File Submitted
- Transaction Entry File Approved
- Transaction Entry Form Rejected
|
| Enable for all transaction types
|
This check box is available when you select the
Enable transaction center approvals check box.
Select this check box to turn on the Transaction Center approval feature for all transaction types. When you do this, the
Transaction Type grid below this check box is unavailable.
Clear this check box to individually apply the approval feature to certain transaction types. You select individual transaction types in the
Transaction Types grid.
For the transaction types for which you enable the approval feature, the following apply:
- Employees who are designated as Transaction Center approvers see an
Approve and
Reject option on the Transaction Center entry form toolbar.
- The Transaction Center entry form displays a
Form Status,
Approved By/Rejected By, and
Reject Reason field.
- A
Form Status column displays in the Transaction Entry Form Lookup and on the Transaction List Report.
Transaction entry files for transactions types that are excluded from the approval process must also be submitted. However, they do not need to be approved. After they are submitted, their status automatically changes to approved, and the file is immediately available to post.
|
Transaction Types Grid
When you select the
Enable for all transaction types check box, this grid remains blank and unavailable. This indicates that all transaction types use the approval feature.
When you do not select the
Enable for all transaction types check box, the
Transaction Types grid is available. In this grid, you individually select the transactions types for which you want the approval feature to apply.
Transaction types that are not required to go through the approval process must also be submitted. These transaction files are automatically approved, and if you use alerts, approved alerts are sent instead of submitted alerts.
| Field | Description |
|---|
| Transaction Types Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert a blank row in the
Transaction Types grid. Then click in the blank
Transaction Types cell to select a transaction type for which to apply the approval feature.
|
 Delete
|
To delete a transaction type from the grid, click a transaction type in the grid to select it, and click this option. This removes the transaction type from the approval process. You can remove a transaction type from the approval process at any time.
|
| Transaction Type
|
Click this cell in the grid to select a transaction type from the drop-down list for which to apply the approval feature.
|
| Require completed approvals to post transaction files
|
Select this check box to require all forms within submitted transaction entry files to be approved before the file is posted.
Clear this check box if you do not require submitted transaction entry files to be approved before the file is posted. This means that transaction entry files with either a submitted or approved status can be posted.
|
| Allow submitted transaction files to be edited
|
Select this check box if you want to allow users (including non-system approvers) to modify and resubmit transaction entry files that have a submitted status.
Clear this check box if you want to allow users to view but not modify transaction entry files after they are submitted.
When this check box is cleared:
- Users can modify forms within a submitted transaction entry file only if a reviewer rejects a form.
- Approvers who are not system approvers can only approve and reject forms within a submitted transaction entry file; they cannot modify them.
- System approvers can modify submitted transaction entry files regardless of whether or not this check box is selected; they are not affected by this check box.
|
Approvers Grid
This grid is available when you select the Enable transaction center approvals check box. Select employees who can approve submitted transaction entry files.
| Field | Description |
|---|
| Approvers Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
|
Insert
|
Click this option to open the Employee Lookup and select one or more employees as approvers. If you use the Multicompany feature, Employee Lookup includes employees from all the companies in your enterprise.
|
|
Delete
|
To delete an approver, click anywhere in the approver's row in the grid and click this option.
|
| Name
|
After you click
Insert and select approvers, the approver names display in this field.
|
| System Approvals
|
Select this check box if you want an approver to be allowed to perform any of the following actions for any transaction entry file submitted by any employee at any time: Edit, Resubmit, Approve, or Reject.
|
| Employees To Approve For
|
Click this cell and click
 to open the Employees To Approve For dialog box. On the dialog box, you match approvers with the employees whose submitted transaction entry files they will approve.
Approvers who are not set up as system approvers must include themselves as employees whose transaction entry files they must approve if they want the ability to approve their own edits.
|
