Approvals and Limits

[jiwameister]

Another feature I think would be very useful, and would assist in solving companies real-world needs is the concept of document approvals.

I guess there are no real limit to which documents it could be applied to, but examples would be:

Purchase Orders (Based on Order Value)

Sales Orders (Invoice total)

Credit Notes (Credit size)

The approval process could work within the existing ToDo process (or my other suggestion of notifications) and would prevent a user from exceeding their authorisation limits. People who have higher authorised limits could approve the document (ie activate to commit it etc).

In this way, you could have purchase order requisitions as a new feature as a user with 0 limit could enter the purchase order document, but not turn it into a committed purchase order (or print it etc).

[Mike.Sheen]

Another feature I think would be very useful, and would assist in solving companies real-world needs is the concept of document approvals.

I guess there are no real limit to which documents it could be applied to, but examples would be:

Purchase Orders (Based on Order Value)

Sales Orders (Invoice total)

Credit Notes (Credit size)

The approval process could work within the existing ToDo process (or my other suggestion of notifications) and would prevent a user from exceeding their authorisation limits. People who have higher authorised limits could approve the document (ie activate to commit it etc).

In this way, you could have purchase order requisitions as a new feature as a user with 0 limit could enter the purchase order document, but not turn it into a committed purchase order (or print it etc).

Another great idea. I was thinking of this a while back and thought of windows workflow foundation (WWF) as being the underlying tech.

Even if we don't use WWF, we could probably satisfy the 80/20 rule with some basic rules built in - as you suggested.