Employee Signatures
For cases when it is necessary for the responsible employees to sign the corresponding documents, the Employee Signatures function has been created. Also, using this function, you can assign mandatory signatures of employees.
Employee signatures can be used for the following documents:
- Purchase order, invoice, credit memo,
- Sale return order, invoice, credit memo,
- Transfer order, purchase invoice, sale invoice,
- Inventory order.
Setting up Default Employee Signatures
- Choose the icon, enter Default Signature Setup, and then choose the related link.
- On the Default Signature Setup page, fill out the fields listed in the table below:
Field | Description |
---|---|
Table ID | Select code of the table related to the information about setting up default signature. |
Table Name | Is filled out automatically. |
Document Type | Select type of the document for which the default signature must be set. |
Employee Type | Select a role for the employee responsible for the selected document. |
Employee No. | Select a number of the employee responsible for the selected document. |
Mandatory | Enable this option if signature is required for the document. This document can be posted only if signature is put. |
Warrant Description | Specify description of the power of attorney for the selected employee. |
Warrant No. | Specify a number of the power of attorney for the selected employee. |
Warrant Date | Specify the date of the power of attorney for the selected employee. |
Default signatures will be assigned to all configured documents when they are created.
Signing a Document
- Open a required document to be signed.
- Select Employee Signatures.
- Fill out the fields listed in the table below for each employee.
Field | Description |
---|---|
Employee Type | Select a role of the employee responsible for the selected document. |
Employee No. | Select a code of the employee responsible for the selected document. |
Employee Name | Specify the name of the selected employee. Is filled out automatically. |
Employee Job Title | Specify the position of the selected employee. Is filled out automatically. |
Employee Org. Unit | Specify the division the selected employee is related with. Is filled out automatically. |
When posting a signed document, the assigned signatures will be transferred to a respective posted document.