We want to disable manual escalation of Quotations and Proforma Invoices. Right now users with low level approval rights have the option to escalate the Quotations and Proforma Invoices if they do not fall under their approval limits. Escalate button also shows to these users if they can approve themselves but do not want to take the call and instead escalate it to higher level. Many people are simply escalating everything. We want to take out the button totally and let the system handle this automatically. What system is automatically doing is perfect. We just want to prevent users from doing it.
We want to set different rules for purchase order approval based on total amount.
If amount of PO for (Spare Part) is less than INR 50,000, approval from GM is not required. Approval required only from Finance Manager.
If amount of PO is greater than INR 50,000, so first approval from finance manager & second approval from GM
We have some quotations already approved but there is no elevate button. How do we process these quotations further?
We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?