The Inventory Approval Plan specifies who needs to approve inventory requests for a given location. All inventory requests must be approved. Requested transfer and purchase order transactions spawned by inventory requests may also require approval, depending on your company policy. If such approval is required, the designated approvers are also specified by the inventory approval plan.
Designated approvers may be a specific IDI Desktop Client user or a user group. If you specify a user group, any user belonging to the group can approve the request. Users and user groups are configured in Admin Console > Security > Profiles > Permission Profiles. Designated approvers must have Approve/Reject permission for inventory requests.
Inheriting or Overriding the Default Plan
Inventory approval plans are configured on a location basis. By default, locations inherit their inventory approval plans from their respective parent locations. You may choose to override the inherited plan and make adjustments as needed.
Ranking Approvers
Inventory requests require one approver while purchase orders and transfers spawned from an inventory request may require several approvers depending on your company policy. When multiple approvers are specified, the approvers must be ranked to establish an approval order.
Accessing the Inventory Approval Plan for a Location
To configure the Inventory Approval Plan, from the main menu select POS Back Office > Locations > location > Inventory Approval Plan. This opens the Inventory Approval Plan configuration form for the selected location.
To configure Inventory Approval Plans:
From the Inventory Approval Plans window:
either click Inherit inventory approval from 'Global' to inherit settings,
OR
Click Override inventory approval plan to override the default and make changes.
Note
If you're on the Inventory approval Plans for 'Global' form, there is no inherit option.
Set an Initial Request Approval User Name using the drop-down list to select either an individual or a group.
Configure Purchase Order approval permissions on the Purchase Orders tab by moving names of Available Users to the Approval Plan Users side of the form (or vice versa) by clicking the right or left arrows.
To set the priority of approved users, click the the up and down arrows. (Approvers with the lower numbers will approve before those with higher numbers.)
To configure Approval Plan Users and Available Users for Transfers, click the Transfers tab, and use the same mechanism (in the previous step) to select approved users.
You may require one or several users and/or user groups to approve a transfer request. Users and user groups are configured in the Admin Console > Security > Users. If you specify a user group, any user belonging to the group can approve.
If you specify several approvers, those approvers must be ranked to set the order by which the transfer must be approved.
The left Available Users pane lists all users with Approve/Reject permission for transfers. The selected approvers are listed in the Approval Plan Users pane.
Use the > and < buttons to move users and user groups in or out of the Approval Plan Users list.
Once you have the designated approvers in the list, you can adjust the approval order by selecting an approver and using the up and down arrows, or the middle button (with the yellow arrow).
Note
Approvers with lower priority number (with 1 being the lowest) must approve before the approver with the next higher number. So, when you establish the order, assign the highest priority number to the final approver.
The arrow buttons move the selected approver up or down one step at a time.
The middle button displays a dialog that lets you enter a new priority for the selected approver. This moves the approver directly to the specified position and the priority of the other approvers is adjusted accordingly.
Click Save to keep your changes.
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