FAQ on Approval System
How do I access the spare approvals in AntMyERP?
Q1: What are the permissions required for spare part approvals in AntMyERP?
A: To enable spare part approvals in AntMyERP, the following permission needs to be granted: Permission: Manage Request Spare Register
Q2: How do I grant the necessary permission for spare approvals?
A: Follow these steps to grant the required permission: Log in to your AntMyERP account with administrative privileges. Navigate to “Settings” > “User and Roles” > “Groups.” Locate the user group that will be responsible for spare approvals and click on “Edit” for that group. In the group settings, find the “Permissions” section. Look for the permission titled “Manage Request Spare Register” and ensure it is enabled. Save your changes.
Q3: What does the “Manage Request Spare Register” permission allow users to do?
A: The “Manage Request Spare Register” permission allows users to review, approve, and manage requests for spare parts within AntMyERP.
How do I access warranty edit of serial number in AntMyERP?
It seems like you’re looking for instructions on how to assign warranty edit of serial number to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning warranty edit of serial number Rights via User and Roles.
Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.”
Search for the user you want to assign warranty edit of serial number rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Warranty Edit Button” Locate the “Manage Warranty Edit Button” permission in the list.
Enable or grant the necessary permission related to adding warranty edit of serial number in the system for this user.
Save the changes to update the user’s permissions.
How do I access mapped account In AntMyERP?
It seems like you’re looking for instructions on how to assign Mapped Account rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Mapped Account Rights via User and Roles.
Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.”
Search for the user you want to assign Mapped Account rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.” In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage CRM Activity”.
Locate the “Manage CRM Activity” permission in the list.
Enable or grant the necessary permission related to adding mapped account in the system for this user. Save the changes to update the user’s permissions.
How can I initiate the Proposal Approval process in AntMyERP?
The Proposal Approval process in AntMyERP is a structured workflow that ensures efficient approval of sales proposals. Here’s how you can start and configure the Proposal Approval workflow:
Log in to AntMyERP with your administrator credentials.
Access the left menu and click on “Settings.”
In the left menu, navigate to the third option, “Sales,” and further to “Sales Setting.”
Click on “Quotation Preferences” to enter the Quotation settings. Use the Ctrl + F keyboard shortcut to initiate a search, and look for “Quotation Approval.”
Check the box beside “Quotation Approval” to enable the Approval System, and then save your changes by clicking the “Update” button. This activates the Proposal Approval authorization system.
Now that the Proposal Approval system is enabled, you can proceed with configuring the approval process:
Under “Sales Setting,” you’ll find a new tab labeled “Quotation Approval Preferences.” Click on this tab.
In this section, you can assign an Employee Name responsible for approving proposals. Choose the appropriate settings such as “Default,” “Product Category,” or “Business Wise.”
Navigate to your current team in the “Bais Organization” section. Click the action button and select “Edit.”
Within the Official Profile, locate “Authorization” and select “Proposal settings – Business Wise.” Choose “Yes” to enable this setting. Select an employee’s name for approval. Decide on the “Approve By” option – “Any” or “All.” Select “Any” if any of the designated persons can approve the proposal, and select “All” if multiple approvals are required. Save your changes.
With these steps, you’ve initiated the Proposal Approval workflow in AntMyERP. As proposals are submitted, they will be routed for approval based on the configured settings. Pending approvals will be displayed under the “Authorization Pending” tab until they are approved by the designated individuals.
How to Configure Expense Voucher Approval Process in AntMyERP?
To configure the Expense Voucher Approval Process in AntMyERP, follow these steps:
Login and Navigate: Log in to your AntMyERP account. From the left menu, click on “Settings.” Access Company Setup: In the settings section, look for “Company Setup.” Click on “Company Setup.”
Navigate to Task Settings: Within Company Setup, explore the options until you find the 3rd menu or section, which could be labeled as “Task.” Click on “Task” to access task-related settings.
Access Voucher Approval Settings: In the Task section, you might find an option named “Task Settings.” Click on “Task Settings” to configure task-related processes.
Configure Second Approval Assignee: Look for the specific setting related to the “Voucher 2nd Approval Assignee.” Here, you can add the names of employees who will be responsible for the second approval stage of the voucher process. You can select multiple employees and indicate whether the approval needs to be obtained from any of them (“Any”) or from all of them (“All”).
Approval Hierarchy and Rejection Handling: The first approval stage should follow the organization’s hierarchy for approval. After the first approval, the system proceeds to the second approval stage based on the configuration in step 5. If the first approval is rejected, the second approval stage will not be initiated.
Issue with Display of Approval Options: There seems to be an issue in the system where both “Second Approval” and “Second Rejection” options are displayed after the first approval is done. Ideally, the first approval stage should only show “First Approval” or “First Rejection” options, and the second stage should show only “Second Approval” or “Second Rejection” options.
How to Reject Expense voucher after second Approval in AntMyERP?
If the expense voucher has already gone through the second approval in AntMyERP, it’s likely that the rejection of the voucher is not possible at this stage. In many systems, once a transaction has received final approval, it becomes a part of the financial records and cannot be easily rejected.
