Work procedure settings

Work procedure settings are branch-level rules for when work requires approval and when saved sales records become non-editable. Use this page to review or change the rules that apply to sales jobs, offers, orders, L/G requests, purchasing, and sales invoicing.

If you need to…	Go to
Check what each approval choice controls	Understand the settings
Open the settings for a company branch	Find and open the settings
Change a rule and keep working on the page	Change and save settings
Choose between saving in place and leaving the page	Change and save settings
Review previous changes	Review changes and continue
Continue with sales workflow rules	Sales jobs lifecycle
Continue with purchasing workflow rules	Purchase jobs procurement chain
Continue with L/G workflow rules	L/G lifecycle
Continue with invoicing workflow rules	Invoice lifecycle

The page is a reference surface for fields, workflow uses, and update actions. It does not create a business record.

Before you start

Prerequisites

Have or know…	Why it matters here
Access to the Work procedure settings feature	The settings surface appears when the feature is included.
Permission to edit settings	Save and Save and Close are available for changed data only when edit permission applies.
The company branch whose rules you need to review	Each branch has its own settings panel.
The approval choice for each activity you are reviewing	The page has separate choices for sales, non-editable mode, L/G, purchasing, and invoicing work.
The person who confirms an L/G requirement or financial viability, where applicable	User entitled to confirm is required when its corresponding recommendation choice is Yes.

The two User entitled to confirm selectors are conditional. One follows the L/G requirement recommendation; the other follows the L/G financial viability recommendation. The corresponding User entitled to confirm field appears when that recommendation is Yes and carries a required marker.

Find and open the settings

Work procedure settings are opened from the configuration area at the page route /configuration/process-approvall.

Prerequisites

You have the access described in Before you start.
You know which company branch you need to review.

Steps

Open Work procedure settings from the configuration area.
Select the company-branch heading or its expand control to open the branch panel.

If no branch is already open, the page opens the logged-in user's branch when the approval list loads.

The Work procedure settings screen with its branch panels and page controls visible

Result: The Work procedure settings screen is open at /configuration/process-approvall, with the selected company-branch panel ready for review.

Understand the settings

Each company branch has settings that answer one question: should this activity use the approval rule, and should the related saved sales record be protected from editing? The page groups the choices by workflow use rather than by a business record.

The main settings groups are Apply reviewing, Apply approval for booking, and Non-editable mode (Disabled fields). The page also contains Apply approval for L/G, Apply approval for purchasing, and Apply approval for invoicing.

Approval and editing choices

Field	Available choices	Required marker
for sales job.	Always, Never, Only Sales Jobs	None shown
Booking approval before submission and acceptance	Always, Never, Only Sales Jobs	None shown
for regetting to submit offers.	Always, Never, Only Sales Jobs	None shown
for submiting offers.	Always, Never, Only Sales Jobs	None shown
for extending offers.	Always, Never, Only Sales Jobs	None shown
for cancelling requests.	Always, Never, Only Sales Jobs	None shown
for losing offers.	Always, Never, Only Sales Jobs	None shown
for rejecting orders.	Always, Never, Only Sales Jobs	None shown
for cancelling orders.	Always, Never, Only Sales Jobs	None shown
Stop edit inquiries sent to principals.	Always, Never, Only Sales Jobs	None shown
Stop edit approved offers.	Always, Never, Only Sales Jobs	None shown
Stop edit valid offers.	Always, Never, Only Sales Jobs	None shown
Stop edit approved orders.	Always, Never, Only Sales Jobs	None shown
Stop edit valid orders.	Always, Never, Only Sales Jobs	None shown
Stop edit archived jobs.	Always, Never, Only Sales Jobs	None shown

L/G, purchasing, and invoicing choices

Field	Available choices	Required marker
for requests of new L/G	Yes, all L/Gs, No, Only if my Company is the issuer	None shown
L/G requirement recommendation	Yes, No	None shown
User entitled to confirm for the L/G requirement	Searchable user selection	Required when the recommendation is Yes
L/G financial viability recommendation	Yes, No	None shown
User entitled to confirm for L/G financial viability	Searchable user selection	Required when the recommendation is Yes
Purchasing approval	Yes, No	None shown
Invoicing approval	Yes, No	None shown

The screen also includes Last Modifications. Its buttons are Save, Save and Close, and an icon-only button titled Refresh.

This page has no grid columns and does not create, delete, import, or export business records.

The approval and editing radio choices available on the settings screen

The workflow settings groups and save controls for a branch

Change and save settings

Change one or more branch rules when needed.

Prerequisites

You have edit permission.
The required company-branch panel is open.
You know the choices you want to apply.

Steps

Select the required choice in each field you need to change.
If an L/G recommendation is Yes, select a person in User entitled to confirm.
Choose one save path:

If you want to… Select
Save the changed settings and continue on this page Save
Save the changed settings and leave this page Save and Close

If you want to…	Select
Save the changed settings and continue on this page	Save
Save the changed settings and leave this page	Save and Close

Result: The settings are validated and posted. Save keeps the page available for further work and refreshes the history; Save and Close leaves the page after the save succeeds. A successful save displays Your company work procedure settings has been saved successfully.

Handle setting branches

The controls available to you depend on whether the feature is included, whether you can edit, and which recommendation choices you select.

Prerequisites

The Work procedure settings page is open.
You know whether you are reviewing or changing a branch.

Steps

Use the applicable branch below.

If…	Then…
The feature is included	Review the settings surface and its branch panels.
The feature is not included	Use the subscription-upgrade surface and select Back to return.
You can edit and data has changed	Use Save or Save and Close.
You cannot edit	Select the control at the upper-right corner of the branch-panel header to leave through the read-only path.
The L/G requirement recommendation is Yes	Select a person in User entitled to confirm.
The L/G requirement recommendation is No	User entitled to confirm is not required.
The L/G financial viability recommendation is Yes	Select a person in User entitled to confirm.
The L/G financial viability recommendation is No	User entitled to confirm is not required.
When you have changed data and select the control at the upper-right corner of the branch-panel header	The unsaved-change popup offers Don't Save and Save.

When for requests of new L/G is changed to No, the two L/G recommendation choices are cleared.

Result: The page presents the branch, permission, recommendation, and leaving path that applies to your current settings.

When saving or loading goes wrong

Use the message text to identify which operation needs attention.

Message	When it appears	What to do
`This Field Is Required`	A required User entitled to confirm selection is missing after its recommendation is Yes.	Select a user in User entitled to confirm, then use the save procedure.
`An error occurred while processing your request`	Loading the approval settings does not complete successfully.	Return to `/configuration/process-approvall` and open the required branch again.
`Server Error`	Saving the settings returns a server error.	Review the selected values and use Save again.

Review changes and continue

Last Modifications is the audit history for the settings. It provides a chronological sequence of user actions and displays dated change rows. The audit-log text reads: The audit log provides you with a chronological sequence of actions performed by the users.

Prerequisites

A company identifier is loaded.
The settings screen is open.

Steps

Select Last Modifications.
Review the dated change rows.

Continue with the workflow that uses the rule you reviewed:

If you reviewed…	Continue with…
Sales approval or editing rules	Sales jobs lifecycle
Purchasing approval	Purchase jobs procurement chain
L/G approval or recommendations	L/G lifecycle
Sales-invoicing approval	Invoice lifecycle

The Last Modifications audit history with its chronological text and dated rows

Result: The audit history is open, and you can continue in the workflow whose approval rule you reviewed.