# Work procedure settings

## 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](#understand-the-settings) |
| Open the settings for a company branch | [Find and open the settings](#find-and-open-the-settings) |
| Change a rule and keep working on the page | [Change and save settings](#change-and-save-settings) |
| Choose between saving in place and leaving the page | [Change and save settings](#change-and-save-settings) |
| Review previous changes | [Review changes and continue](#review-changes-and-continue) |
| Continue with sales workflow rules | **Sales jobs lifecycle** |
| Continue with purchasing workflow rules | [Purchase jobs procurement chain](doc:purchase-jobs-procurement-chain) |
| Continue with L/G workflow rules | [L/G lifecycle](doc:l-g-lifecycle) |
| Continue with invoicing workflow rules | [Invoice lifecycle](doc: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](#before-you-start).
- You know which company branch you need to review.

**Steps**

1. Open **Work procedure settings** from the configuration area.
2. 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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/473c188e6f7bc1af09915d82515c2dbf.png)

**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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/473c188e6f7bc1af09915d82515c2dbf.png)

![The workflow settings groups and save controls for a branch](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/473c188e6f7bc1af09915d82515c2dbf.png)

## 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**

1. Select the required choice in each field you need to change.
2. If an L/G recommendation is **Yes**, select a person in **User entitled to confirm**.
3. 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** |

**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**

1. 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**

1. Select **Last Modifications**.
2. Review the dated change rows.
3. 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](doc:purchase-jobs-procurement-chain) |
   | L/G approval or recommendations | [L/G lifecycle](doc:l-g-lifecycle) |
   | Sales-invoicing approval | [Invoice lifecycle](doc:invoice-lifecycle) |

![The Last Modifications audit history with its chronological text and dated rows](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/473c188e6f7bc1af09915d82515c2dbf.png)

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