Manual approval request

With the manual approval request, the accountant selects users or roles during accounting who should additionally approve the document. In the approval step, invoiceR combines these manual requests with the automatic requests from the approval rules and sends them to the people concerned.

Manual requests are possible on two levels:

for the whole document: invoiceR creates a corresponding request for every accounting line in the background.
for a single accounting line.

In the approval step, the requests on the accounting lines always count.

For the whole document

The function is enabled through permissions on the accounting step. You find them in the role under Actions > Accounting:

Permission	Effect
Show manual visa request button	A button appears above the accounting table that opens a window for the request. Recommended if the function is rarely used.
Show manual visa request area	The user and role selection is shown directly in the accounting tab. Recommended for regular use.
Show user selector for manual visa request	Users can be requested.
Show role selector for manual visa request	Roles can be requested.
Show reason field for manual visa request	The accountant can enter a reason.

The first two permissions can be granted per process step (see Permissions).

For a single accounting line

If individual lines are to be approved by different people, add two selection fields to the accounting form: one for users and one for roles.

Create the fields in conf.AccountingFields:

INSERT INTO conf.AccountingFields
  (Id, TenantId, Enabled, ColSpan, DataField, LabelText, EditorType,
   EoptDataSource, EoptDisplayExpr, EoptSearchEnabled, EoptValueExpr)
VALUES
  (NEWID(), 1, 1, N'"20"', N'visaRequestUserIds', N'Additional approver', N'dxTagBox',
   N'UserDataSource', N'_accountingListService.getUserDisplayFromUserSelector', N'"true"', N'"id"'),
  (NEWID(), 1, 1, N'"20"', N'visaRequestRoleIds', N'Additional approver roles', N'dxTagBox',
   N'RoleDataSource', N'_accountingListService.getRoleDisplayFromRoleSelector', N'"true"', N'"id"');

Add the two fields to the form you want through new entries in conf.AccountingFormFields.

Accounting form with the two selection fields “Additional approver” and “Additional approver roles”