Concept of approval in A.S.I.A.

How to approve vouchers

A.S.I.A. approval statuses are "Unapproved ()," "Approved ()" and "Denied ()."

The following shows a voucher of the approval object.

Voucher
Use the [General accounting module] or [Multi-currency accounting module] - [Update] function - [Voucher approval] .
The [General accounting module] approves voucher data that is entered in the [General accounting module] and auto-journal vouchers that are from the [Deferred tax accounting module].
The [Multi-currency accounting module] approves voucher data that is entered in the [Multi-currency accounting module] and auto-journal vouchers that are outside of the [Deferred tax accounting module].
Auto-journal data from outside of the [General accounting module] and [Multi-currency accounting module] can have approval status automatically at auto-journal entry. Auto-journal approval settings are done in [Journal auto-approval setup] from the [System custodian module].
Claims voucher
Use the [Uncollected control module] - [Approved] function - [Claims data approved].
Debts voucher
Use the [Unpaid control module] - [Approved] function - [Debts data approved].
Expense management
Use the Suspended payment approval and Evening-up approval menu from each of the browser, expense and management approval menus.
Sales order voucher
Use the [Sales order module] - [Update] function - [Sales order gate]. Also, if [Logistics parameter setup] from the [Logistics master] is set, the auto approval status is done at sales order entry.
Purchase order voucher
Use the [Purchase order module] - [Update] function - [Purchase order gate]. Also, if [Logistics parameter setup] from the [Logistics master] is set, the auto approval status is done at purchase order entry.
Sales voucher
Use the [Sales control module] - [Update] function - [Sales approval].
Purchase voucher
Use the [Purchase control module] - [Update] function - [Purchase approval].

When the button on the right from the "Status display" field is clicked on each vouchers entry screen, the approver, approval date and comments from the voucher can be referenced.

Approval status orientation

The following shows "Approval status" orientation that is held in each voucher.

Approval status	Orientation
Unapproved	In the default, it is not the output object from vouchers and forms. However, when "Incld unapproved" is checked and output, it is included as the output object. If there is at least one unapproved voucher, the closing process and the monthly update are not executed.
Approved	This is always a summary object from all summary forms. Except for the following cases, if "Approved cancel" is not executed, modification and deletion are not executed for approved vouchers.
	Claims voucher, Debts voucher, Sales voucher, Purchase voucher	Collection plan information (Payment plan information It is possible to modify collection plan information (payment plan information) that is outside of the total amount in the collection plan adjustment entry (payment plan adjustment entry). However, accounting items that are included in plan information can not be modified according to auto-journal status and settlement status. For details, refer to notes from [Collection plan adjustment entry] and [Payment plan adjustment entry].
Denied	In the default, it is not the output object from vouchers and forms. However, when "Denied" is checked and output, it is included as the output object and summary forms are always outside of the summary object. If there is at least one denied voucher, the following warning message is shown during the closing process and monthly update execution; "There is denied data. Is it OK to execute?." But, the closing process and monthly update are possible. Please keep in mind that the denied voucher can not be deleted by the module that made the voucher denied.

Authority to approve

Authority to update, approve and refer together for each employee is set in the "Operator" tab from the system custodian [Employee setup].

For general authority, refer to "Concept of authority in A.S.I.A."

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