Re-Approval Process in Precoro Documents

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

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.

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	The re-approval will not be activated.
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	The re-approval will not be activated.
Item Name	Any changes	The re-approval will be activated.
Item SKU	Any changes	The re-approval will 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	The re-approval will not be activated.

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.
Date	If the changes were made in revision	The re-approval will not be activated.
Location	Any changes	The re-approval will be activated.
Initiator	If the changes were made in editing mode	The re-approval will not be activated.
Initiator	If the changes were made in the revision	The re-approval will not be activated.
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	The re-approval will not be activated.
	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)	The re-approval will be activated.
	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.
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.

Please note that any changes applied to attachments will not activate the re-approval process.

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.
Receipt	Supplier Receipt #	Any changes	The re-approval will not be activated.
Invoice	Issue Date	Any changes	The re-approval will not be activated.
Invoice	Supplier Invoice #	Any changes	The re-approval will not be activated.
Expense	Expense #	Any changes	The re-approval will not be activated.