In our system, the indent approval process is a critical step to ensure accuracy and correctness in the procurement workflow. Here’s a detailed explanation of how the indent approval process functions:
Indent Approval Process Overview:
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Access Indent Approval Screen: To initiate the indent approval process, navigate to the “Indent Approval” screen, which can be found in the Supply Chain Management (SCM) menu path: SCM -> Purchase -> Indenting -> Indent Approval.
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View Unapproved Indents: In the home screen of the Indent Approval section, all indents for the selected period, whether they are approved or not, are displayed.
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Select Indent Record: The authorized user responsible for approval must select an indent record that appears as unapproved in the home screen.
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Verify Indent Correctness: Once the record is selected, the authorized user thoroughly verifies the correctness of the indent. This step ensures that there are no discrepancies in the data entered and that the requested items are accurate.
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Finish the Record: After verifying the indent and ensuring its accuracy, the authorized user completes the record.
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Approve the Record: The approved user, following the authorized user’s verification, clicks on the ‘Approve’ widget button associated with the indent record. By doing so, they officially approve the verified record.
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Populated Approval Details: After approval, the system automatically populates the following details in the indent record, which can be viewed later:
- Approved by Name and Date: The name of the user who approved the indent and the date of approval.
- Approved by Code and Name: These details are sourced from the employee master, which is linked to the user master. It’s crucial to ensure the accuracy of user master details and employee codes to facilitate the approval process.
By following this structured indent approval process, your organization can maintain data accuracy and accountability in the procurement workflow. It also helps ensure that the correct items are requested and ordered from suppliers.
Important Note: Accurate user master details and employee codes are essential for the system to correctly attribute approvals. Any discrepancies or inaccuracies in these details can impact the approval process.
If you require further guidance on the indent approval process in our system or encounter any issues during this process, please refer to the system’s user documentation or consult with your system administrator for assistance.