Workflow Extension

c8418d20180618110119

New

This module amplifies the standard release for offers, invoices etc. by a second authorization level. It can be set for defined amounts.

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120,00 €

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Ausführliche Beschreibung

Module version: 1.0
Publisher/Licence: InvIT GmbH
User interface language: English, German, French
Help/Support: [email protected]

Requirements:

  • Dolibarr min version: 5.xx
  • Dolibarr max version: auto

 

Installation:

  • Download the archive file of the module (.zip file) from the web site DoliStore.com
  • Put the file into the root directory of Dolibarr
  • Decompress the zip file (unzip qimp-helpdeskample.zip)

 

The module is shown in the list of modules and can now be activated and configured.

 

Description of module

The workflow-module allows to install a second authorization for offers etc. The authorization level is controlled by a fixed amount that can be defined in the module. There is no restriction to the number of authorization levels.

 

1. Workflow example

 

User A => Authorized up to 5.000 €

User B => Authorized up to 10.000 €

User C => Authorized up to 15.000 €

User D => Authorized up to 20.000 €

 

User B draws up an offer amounting to 7.500 €. On validation of his entries (status “offer” changes to „confirmed“), an e-mail-request is sent to users C and D for authorization.

User A does not get an e-mail as he is only authorized for amounts up to 5.000 €. Having drawn up the offer, user B is not in the position to authorize the offer.

On the offer-card, two buttons for authorization will now appear. On authorization by user C or user D, an e-mail is sent to user B (creator of the offer). When both authorizations are assured (status „offer“ changes to „authorized“), further edition of the offer is possible.

 

2. Workflow example

 

User A => Authorized up to 5.000 €

User B => Authorized up to 10.000 €

User C => Authorized up to 15.000 €

User D => Authorized up to 20.000 €

 

User A draws up an invoice for 13.000 €. When confirming his entries (status „invoice“ changes to „confirmed“), an e-mail-request is sent to user C and user D for authorization.

User B does not get an e-mail as his authorization level is limited to 10.000 €. User A as well does not get an e-mail as he is creator of the offer and is authorized only for amounts up to 5.000 €. 

On the invoice-card, two buttons for authorization will now appear. On authorization by user C or user D, an e-mail is sent to user A (creator of the invoice). When both authorizations are assured (status „invoice“ changes to „authorized“), further edition of the invoice is possible.