Approval processes in FocalPoint are usually customised individually for clients. which means that there is no 'single' way in which approval would work in any area of FocalPoint.
Resolving the above issue will depend on a number of criteria, such as:
How many approval stages you have set up and which stage the user in question should be approving at
How your approvers are selected by FocalPoint - this can based on an SQL view written specifically for you, via direction to a specific user, based on the value of the invoice, based on a value entered into the FocalPoint member profile or even from a programmed procedure written into your database for you.
Note: You can find your invoice register approval processes by going to System Options, Purchasing, Invoice Register Options.
Invoice register approval stages come in to effect once the Invoice Register entry has been completed in Access Dimensions and sent for approval. Once the transaction has been sent by Dimensions, FocalPoint then takes over the approval process.
The key to the approval stage is the Approver Type field. This is important because this will tell you whether it is something that you can change yourself, or if you will require assistance from the support team in progressing your issue. A table showing the basic processes is shown below:
| Name | Process |
1 | Selected by Value | The user will be shown a list of all users with a 'PIR' sign off value (set in member profiles) that is above the value of the invoice in question |
2 | Any by Value | The transaction can be approved by any user with a PIR sign of value above the value of the invoice in question. |
3 | Specific User | A specific user will be selected for approval by the system. The user is set in the 'Default User ID' field |
4 | From View | A specific user, or users will be selected by the system based on a column in a FocalPoint SQL view |
5 | Selected from View | The user selects the approver from a list. The list is created from a customised view written into the FocalPoint database. The name of the view is entered into the 'View Name' field |
6 | Selected from User List | The user selects from a specific set of users that have been entered into the FocalPoint member profile |
7 | All from View | A set of approvers will be selected by the system based on a customised view in the FocalPoint database. The name of the view is entered into the 'View Name' field. |
8 | Multiple Users | A set of approvers will be selected by the system. These users will be those entered into the 'Approver User ID's' field |
For many of these, you can change or enable setting within FocalPoint Administrator to enable approvers for invoice register.
However, if your approval type is set to four, five or seven from the above table, or your approver type is not mentioned in this table, then please log a new case and reference this article and please include details of the user that needs to show and the approval process affected.