Outlay approvals
Additional feature for the approval of outlays
Operating mode
Cloud Suite
On-Premises
Base module
Services & CRM
Additional modules
Budget & Phases
Purchases
Resource Planning
Business Intelligence
This application is an additional feature. You can find the relevant config set here.
Application
When importing this config set, the Procurement root folder, including the folder structure, is created for approving outlays. The following folders are created:
| Folder | Description |
|---|---|
Outlays for approval |
Contains all unapproved, open outlays. Charged outlays are not considered. By activating the |
Approved outlays |
Contains all open outlays, as well as information about who has approved the outlays and when. Charged outlays are not considered. |
Note: To work with other subfolders and reports for the entire procurement process, we recommend you also import the Procurement additional feature. This implements additional folders and evaluations into the same root folder.
Requirements and download
- You need a license for the Purchases module.
Before importing the config set, we recommend you read the Key information about additional features article. Config sets modify data in Vertec, which can overwrite existing data.
The exact import process is described in Config sets.
You can download the additional feature with the following link:
| Version requirement | Download |
|---|---|
| 6.8.0.1 | Configset_OutlayApprovals.xml |
The following objects are created by importing the config set:
| Folder |
Procurement root folder with the following subfolders:
|
| User groups |
The users must be assigned to the user group. |
| Translations |
Creates 3 translations. |