Release Order(RO) and RO FMG Approval

Purpose of this Module-

 

RO Approval and RO FMG Approval workflows are now merged in a single workflow RO Approval by which you can approve through a single module; it allows you to approve both RO and RO FMG in single window. Here you can Approve Records and verify approval logs through Search and also Print the approval status/log.

 

You have These 3 Tabs in this Module.

 

Tab 1 (Pending Task):

This is the first tab which give you search result of your all Pending Records for approval.

These radio buttons will help you to choose records of ‘RO’ /FMG/ALL (both)

 

 

 

 

This Tab is designed to help the authorized users to search the RO or FMG that are pending on their end for Approval process. This will give you the list of RO and FMG.

How To Use :

Step:1

You can directly press  button or you can search by the given search criteria to get the Pending records.

 

·         you can search by Id Number, RO Number and also by from bkdate and To bkdate Agency just give the value of these and then click on  button to get the search result.

 

 

·         You can also search by using Bill For, RO Date, Agency wise and  City wise you  just fill the values for this and click on the button to get the search result.

To claim (lock) Record for Approval

Refresh Records

 

 

 

 

 

 

 

 

 

Step:2 (Claim Records)

In the below figure you see in the first column Mark All in table by which you can Tick the Checkboxes and then press  button to LOCK these records at your end, and then these marked records will move on the Second Tab.

 

 

After clicking the  button the selected records move to the 2^nd tab (Claimed RO).

 

 

 

 

Step:3 (For Approval RO)

 

Tab 2: (Claimed Task)

 

 

Click on second tab (Claimed Task), then you will get this screen.

 

 

 

Here you can search again by click on RO and FMG record to approve. and also apply some filters to open this panal by click here.

 

 

 

There is four tables are appearing these are RO HEADER DETAIL, RO INSERTION DETAIL, RO EDITION DETAIL and REMAKS/ FEEDBACK (log able) .

 

Here you will get those records that you claimed on the first tab for approval

Note: After reaching on the 2^nd tab you can also go back to the first tab for taking more records by claim them and again move on the 2^nd tab for approval.

In this tab You have the options for Your Approval Process LIKE 

N- No Action       A- Approve         R- Reject       B- Back      

 

Step :4(Approval)

Now you can perform any Action among------

N- No Action        B- Back       A- Approve        R- Reject            

 

·         For A --Approve--- You simply click on the Radio button ‘A’ and press on Confirm button to save the record.

 

·         For R--Reject--- You simply click on the Radio button ‘R’ and press on Confirm button  to save the record

 

 

·         For B- Back --- You simply click on the Radio button ‘B’ and press on Confirm button  to save the record.

 

  IMP: Note-

 In case of ‘R’ and ‘B’ you must enter the remark you just add the remark and then remark will be added

 

  

 

In case of approve action, remark is not mandatory but if you want to give some remark then press on  symbol.

 

What does ‘Confirm’ do?               

>>All the changes will be saved after clicking ‘Confirm’.

What does ‘Unclaim’ do?               

>>The entire tasks will be unclaimed and the changes will be Rollback. You can see them again on ‘Pending Task’ tab.

 

NOTE: You can also give remark on Action time if needed by clicking on.

 

Remark 

 

 

 

For this when you click on  then a small popup will open to fill the Remark you just add remark

 And press  button to save the record.

 

You may also unclaim the record to make it visible to the users (in case if you are uncertain about approving it).To Unclaim the records all we need to is click on button and records will get transferred to the 1^st tab.

 

 

 

NOTE:

Here Insertion level approval selection has been removed to minimize your mouse clicks. Now you just have to perform approval action at the RO level (RO Header Detail) and all the functionality will automatically be applied for all the insertion related to a particular RO or RO FMG. Your approval limits (allowed maximum discount %age) and effective discounting will be verified for all the insertions and if all insertions of RO not in your limit then the complete RO will move to next (higher) level. You can also verify the effective discounting and approval limits through RO Insertion Detail tab.

 

If you want to know the detail for the current record of Header then you can see in the bellow

RO Insertion Detail  

 

                Nego Amount allowed           Area allowed                            Nego % allowed

                       To you                                      To you                                          To you

 

 

RO Edition Detail Table

 

 

 

RO Log Detail Table

 

 

 

TAB :3 (REPORT)

 

What can you do with ‘Report Tab’?

>>In this Report Tab, user can see RO and ROFMG Related Details and also can print on an Excel sheet.

 

Step :5 (For Report work)

This section is designed for Reporting.

 

Any authorized users or approval authorities can see the report and print it on Excel sheet as per their need.

After clicking on Report tab the below screen will display.

 

 

By Clicking on button you will get the result.

With the help of these searching criteria’s you can search the particular record.

You can again choose radio button to see details of RO or FMG and then search accordingly by click on .

 

                

You can also select the period to get the desired result and use these entire search criteria’s as per your need.

 

 

 

 

 

 

Detail:

  

    

·         You can search here by the Agency and also by using the Product and use   button to get the desired result.

 

   

·         You can also search here by providing RO TYPE and also using CLIENT and then click on the  button to get the desired result.

 

   

·         Here you can also search by using the BILL FOR and also use ID to to get result by clicking on  button.

 

·         Approval Authority contains the name of persons who are authorized for approval, you can select any one approval Authority and then select the approval type according to your need and click on then the Result will shown you in the below TABLE.

 

     Here you get your search result as per your requirement.

 

  

If you want to know more information of a particular row then you can use this icon present in last column of the table

 

Step : 6 (Export to Excel):

 

After searching the result you can PRINT this report in an EXCEL SHEET by clicking on button.

 

 

 

 

 

 

 

------------------------------------Thank you for using this User Manual-------------------------------------------