FocalPoint approval processes are customised individually for each organisation. Resolving this issue depends on several factors:
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 be based on an SQL view, directed to a specific user, based on the value of the invoice, based on a value in the FocalPoint member profile, or from a programmed procedure in your database.
📌 Note: Your invoice register approval processes are at System Options > Purchasing > Invoice Register Options. Invoice register approval stages take effect once the entry is completed in Dimensions and sent for approval. FocalPoint then manages the approval process from that point. The Approver Type field determines whether changes can be made directly or whether support assistance is needed. The table below shows the available types:
| Name | Process |
1 | Selected by Value | The user is shown a list of all users with a PIR sign-off value (set in member profiles) above the invoice value. |
2 | Any by Value | The transaction can be approved by any user with a PIR sign-off value above the invoice value. |
3 | Specific User | A specific user is selected for approval by the system. Set in the Default User ID field. |
4 | From View | A specific user or users are 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 generated from a customised view in the FocalPoint database. Enter the view name in the View Name field. |
6 | Selected from User List | The user selects from a specific set of users entered in the FocalPoint member profile. |
7 | All from View | A set of approvers is selected by the system based on a customised view in the FocalPoint database. Enter the view name in the View Name field. |
8 | Multiple Users | A set of approvers is selected by the system — those entered in the Approver User IDs field. |
For most types, changes can be made in FocalPoint Administrator. However, if your approval type is 4, 5, or 7 from the table above — or is not listed — contact support and include details of the affected user and approval process.