Re-Approval Process in Precoro Documents

This article will help you determine editing what fields will trigger the document re-approval process.

TABLE OF CONTENTS

• Re-Approval Triggering

• Activating the Tolerance Limit Threshold
• Triggering the Re-Approval Process in Items
• Triggering the Re-Approval Process in Budget-Related Fields
• Triggering the Re-Approval Process in Main Document Fields
• Triggering the Re-Approval Process in the Fields Specific to Certain Documents

The re-approval process can be activated when a user takes a document in revision or editing mode and inputs significant changes, thus triggering the return of the document to the responsible person for approval once again.

Re-Approval Triggering

The re-approval process will get triggered in the following cases:

• The document Total has been increased and surpasses the Tolerance Limit.

• Supplier change.
• Important field changes that impact the approval flow (i.e., Locations, required CFD).

• Changes in Items Custom Fields if subsequently a Budget or Budget line will get altered.

More information on triggering the re-approval in individual fields you can find in this article below.

Activating the Tolerance Limit Threshold

Tolerance Limits is a feature that helps you set the total document sum limits under which a re-approval will not be triggered after a document revision.

Setting the Tolerance Limit feature will have direct effects on triggering the re-approval in the documents. 

Triggering the Re-Approval Process in Items 

Edited Field	Editing Conditions	Re-Approval Triggering
Item Price	Increasing price	If the document’s Total amount remains within the set Tolerance Limit, the re-approval will not be activated. If the document’s Total amount exceeds the set Tolerance Limit, the re-approval will be activated.
	Decreasing price	The re-approval will not be activated.
	The price remains the same
Item Quantity	Increasing quantity	If the document’s Total amount remains within the set Tolerance Limit, the re-approval will not be activated. If the document’s Total amount exceeds the set Tolerance Limit, the re-approval will be activated.
	Decreasing quantity	The re-approval will not be activated.
	The quantity remains the same
Item Name	Any changes	The re-approval will not be activated.
Item SKU	Any changes	The re-approval will not be activated.
Item Description	Any changes	The re-approval will not be activated.
Adding New Item	Adding new Item line	If the document’s Total amount remains within the set Tolerance Limit, the re-approval will not be activated. If the document’s Total amount exceeds the set Tolerance Limit, the re-approval will be activated.
Removing the Item	Removing the Item from the document	The re-approval will not be activated.

Triggering the Re-Approval Process in Budget-Related Fields 

Edited Field	Editing Conditions	Re-Approval Triggering
Budget	Any changes	The re-approval will be activated.
Exchange Rates	Any changes	If the document’s Total amount remains within the set Tolerance Limit, the re-approval will not be activated. If the document’s Total amount exceeds the set Tolerance Limit, the re-approval will be activated.
Taxes (in case the Tolerance Limit is calculated based on Net Total)	Any changes	The re-approval will not be activated (as the Net Total sum in the document will not be changed).
Taxes (in case the Tolerance Limit is calculated based on Gross Total)	Adding new Tax	If the document’s Total amount remains within the set Tolerance Limit, the re-approval will not be activated. If the document’s Total amount exceeds the set Tolerance Limit, the re-approval will be activated.
	Removing the Tax from the document	The re-approval will not be activated.
	Changing the Tax to another one but with the same rate

 

Triggering the Re-Approval Process in Main Document Fields 

Edited Field	Editing Conditions	Re-Approval Triggering
Date	If the changes were made in editing mode	The re-approval will not be activated.
	If the changes were made in the revision
Location	If changes affect the set Approval Workflow	If the Location change affects the set Approval Workflow then the re-approval will get triggered. If the Location change does not affect your Approval Workflow the re-approval will not be triggered.
Initiator	If the changes were made in editing mode	The re-approval will not be activated.
	If the changes were made in the revision
Supplier	Any changes	The re-approval will be activated.
Items Custom Fields	If the Budget or the budget lines were not changed	The re-approval will not be activated.
	If the Items Custom Fields are not involved with the Budget
	If the Budget in the document was changed	The re-approval will be activated.
	Any changes in the date or text types of the Items Custom Fields	The re-approval will not be activated.
Documents Custom Fields	Unrequired Documents Custom Fields	The re-approval will not be activated.
	Required Documents Custom Fields (changed in revision)	If the changes did not affect the Approval Workflow then the re-approval will not be activated. But if the Approval Workflow was affected then the re-approval will be triggered.
	Documents Custom Fields involved in the approval process (edited on the Pending status)	The approver who has the right to edit the Documents Custom Fields can save the changes without activating the re-approval process. In other cases, the re-approval will get triggered.
Legal Entity	Any changes	The re-approval will not be activated.
Terms & Conditions	Any changes	The re-approval will not be activated.
Contract	Any changes	The re-approval will not be activated.
Notes	Any changes	The re-approval will not be activated.

 

Triggering the Re-Approval Process in the Fields Specific to Certain Documents

Document	Edited Field	Editing Conditions	Re-Approval Triggering
Receipt	Post to Warehouse	Any changes	The re-approval will not be activated.
	Supplier Receipt #	Any changes
Invoice	Issue Date	Any changes	The re-approval will not be activated.
	Supplier Invoice #	Any changes
Expense	Expense #	Any changes	The re-approval will not be activated.