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


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.

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.

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.