What is the use of 'Pending & Approval' option?

Process of ‘Pending & Approval’ option in Marg Software

Process to Approve Pending Bills in Marg Software

WHAT IS THE USE OF 'PENDING & APPROVAL' OPTION?

• 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 SOFTWARE

• Firstly, Go to Masters >> Marg Setups >> Control Room.

• A 'Control Room' window will appear.

• The user will select ‘Search in all’.

• A 'Controls' window will appear in which the user will Search 'Approval'.

• Now click on ‘Accept’.

• An 'Approval' window will appear.

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

• In 'Approval for Stock Issue' option, the user will select 'Y'.

• In 'Approval for Stock Receive' option, the user will select 'Y'.

• The user will now press 'ESC' key twice.

• Now click on ‘Yes’ to save the changes.

After following the above steps, the software will transfer all the new transactions of 'Stock Issue/Stock Receive' for the approval of supervisor & shows alert 'Pending under approval Process'.

Suppose create 'Stock Issue' entry.

 PROCESS TO APPROVE PENDING BILLS IN MARG SOFTWARE

• Firstly, Go to Masters > Passwords & Powers > Operators.

• A 'Password & Authority' window will appear.

• Select the user to make changes. Press 'Enter' key.

• A 'Powers' window will appear in which the user will select ‘Search In All’.

• A 'Powers' window will appear in which the user will search 'Approval'.

• Now click on ‘Accept’.

• An 'Approval' window will appear.

• In ‘Operator allowed for Approval’ the user will select ‘S’.

• The user will now press 'ESC' key.

• Again press 'ESC' key and then click on ‘Yes’ to save the changes.

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

• Press 'ESC' key and then click on ‘Yes’.

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

• A 'Change User' window will appear in which the user will enter the User ID and Password.

• A 'Change User' window will appear in which the user will press 'ESC' Key.

• Now go to Transactions > Pendings > Approvals.

• An 'Approvals Pendings' window will appear.

• Now the user will select the bill which needs to be approved. Press 'Enter' key.

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

A 'Bill' window will appear. 

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 as 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 the selected bill have been approved by the supervisor and remove from the list.

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