What is the Use of Pending & Approval Option in Marg ERP Software

Process of Pending & Approval option in Marg ERP Software

Process of Approve Pending Bills in Marg ERP Software

What is the Use of Pending & Approval Option in Marg ERP Software

• In Marg ERP Software has a feature to transfer the transactions for approval of the supervisor. Suppose the user is having a chemist shop and the billing person created the sale bills for the customer but those bills need to get checked by the owner of the shop before handing over the billed products to the customers.
• So in this case the user can use the option of 'Pending & Approval' of Marg Software and it is obvious that only one person will check and approve the respective invoice so the option can only be enabled for the selected user (owner). 

Process of Pending & Approval option in Marg ERP Software

• Go to Master > Marg Setup > Control Room. 

• The user will select the 'Search in All' option.

• The user will search 'Approval' and click on 'Accept' button.

• In 'Approval Required for Posting Y-Transaction wise A-All N-No' option, the user will select 'Y'.

• In 'Approval for Price Difference Sale' option, the user will select 'Y'.

• In 'Approval for Price Difference Purchase' option, the user will select 'Y'.

• Press 'Esc' key.

• Click on 'Yes' button.

After following the above steps, the user can view that the software will transfer all new 'Price difference Sale & Purchase Entry' transactions for supervisor approval and display an alert saying 'Pending under Approval Process' in Marg ERP Software.

Suppose create 'Price Difference Sale' entry.

• Go to Masters > Passwords & Powers > Operator's.

• The user will select the operator to make desired changes.
• Suppose select '02' and press 'Enter' key.

• The user will click on ‘Search In All’ option.

• The user will search 'Approval' and click on ‘Accept’ button.

• In 'Operator allowed for Approval' option,  the user will select ‘Y’.

• Press 'Esc' key.

• Click on 'Yes' button.

• A 'Powers Change' POP-UP will appear in which the user will press 'ESC' key.

• Click on 'Yes' button.

• Now, for Re login the user will press 'Ctrl+U' key on the main screen. 

• Enter the User ID and Password.

• Press 'Esc' key.

• Now go to Transactions > Pendings > Approvals.

• The user will select the bill that needs to be approved.
• Suppose select '000001' and press 'Enter' key.

Note: The user will press 'Spacebar' or Plus '+' key to select a particular transaction, or Press Asterisk '*' to select All transactions. 

• The user will select the option as per the requirement. 

a. Pending: The supervisor will select the option if the selected bill needs to be kept pending.

b. Approved: The supervisor will select the option if the selected bill needs to be approved by the supervisor.

c. Open Bill: The supervisor will select the option if the supervisor needs to open the selected bill for the checking purpose.

Suppose select 'Approved'.

• Now, the user can view that all the bills have been approved by the supervisor.

• And the selected bill will get posted into the records as well.