Objective
How to enable Two-Step Approval requirements for any Material Request, Return Order, etc.
Background
Within some particular jobs you may find that you want a more stringent approval process to make sure that no Material Orders are being created without a second user verifying and approving the request. This setting will require that at least 2 users with ‘can approve orders’ permission approve an order before it is successfully converted from a Material Request into a Material Order in the system.
Things to Consider
‘System Admin’ permission is required to enable this feature.
‘System Admin’s can still Create Orders without a second approver.
Users with ‘Can approve order’ permission will need a second approver to create orders with this setting enabled.
This is setup per project and must be enabled in the Project Settings of each job.
Steps:
Enabling ‘Require 2-Step Approval’ in Project Settings
Enabling ‘Require 2-Step Approval’ in Project Settings
Go into Project Information page within Company Account Settings.
Select a Project with the Pencil Icon.
Go to Project Settings tab.
Check box for ‘Require 2-Step Approval’.
What a System Admin Will See Vs. User with ‘Can Approve Orders’ permission sees when creating Material Orders/Requests
System Admin's will still see ‘Material Order’ button and then ‘Place Order’ button on final screen.
‘Can Create Orders’ users will see ‘Material Request’ button and then ‘Request Approval’ on final screen instead.
Questions?
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