ERP Cloud Projects Module User Guide

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Approve

 
You can approve a new Forecast version with the status ‘Current Approved’. When you create this, a Working forecast version will not be created. If it is the first approval version created, the status will be ‘Current and Original Approved’.
 
 
Moving the Original Approved flag to another Approved version
Updating Approved versions is restricted, except for altering the Status. You can only transfer the Original Approved flag from one version to another using the 'Original Approved' status. Refer to the example below for clarification.
 
 
Submit to Approve
You can transition a budget from its 'Current Working' version to its 'Current Approved' version by updating its status to 'Approved'. See example below. In the example, there's an existing version 2 with a status of 'Current Working'. When its status is changed to 'Approved', version 2 becomes the 'Current Approved'. Additionally, a new version, version 3, is generated with the status 'Current Working'.
 
 
 
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