BASIS OF APPROVAL

Basis of Approval refers to the predefined criteria or rationale used to authorize transactions. This module enables users to create, manage, and maintain various approval bases within the system. The document provides a clear walkthrough for adding, editing, and viewing Basis of Approval records, along with field descriptions and icon functionalities.

  1. Click on "Masters".
  2. Under "Secondary Master", click on "Basis Of Approval".

STEPS FOR BASIS OF APPROVAL

A page will open where the user can add new Basis Of Approval.

  1. Click on the "Add" button.

A new page will open with the following fields:

Basis of Approval Form

BASIS OF APPROVAL FORM

  • Basis of Approval Name: Name or title that defines the basis of approval.
  • Description: Optional details about the basis of approval.
  • Remarks: Additional comments or notes.
  • Active Status: Indicates if the basis of approval is currently active.

Save: Click the Save button to submit.

once the Basis of approval is created it will be visible in this page here

MODIFY VIEW PAGE

Action

ACTION

  • Edit: Clicking this icon opens a form to edit the corresponding Basis of Approval entry.

  • View: Clicking this icon displays a detailed view of the selected Basis of Approval entry.

Icons Overview

ICONS OVERVIEW

  • Add Icon: Clicking this icon opens a form to create a new Basis Of Approval.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for Basis Of Approvals content.
  • Search Icon: Clicking this icon displays a search bar to filter the table data.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
  • Back Icon: Clicking this icon navigates the user back to the previous page or view.