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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

  1. Choose the Search icon, enter Default Signature Setup, and then choose the related link.
  2. On the Default Signature Setup page, fill out the fields listed in the table below:
FieldDescription
Table IDSelect code of the table related to the information about setting up default signature.
Table NameIs filled out automatically.
Document TypeSelect type of the document for which the default signature must be set.
Employee TypeSelect a role for the employee responsible for the selected document.
Employee No.Select a number of the employee responsible for the selected document.
MandatoryEnable this option if signature is required for the document. This document can be posted only if signature is put.
Warrant DescriptionSpecify 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 DateSpecify 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

  1. Open a required document to be signed.
  2. Select Employee Signatures.
  3. Fill out the fields listed in the table below for each employee.
FieldDescription
Employee TypeSelect a role of the employee responsible for the selected document.
Employee No.Select a code of the employee responsible for the selected document.
Employee NameSpecify the name of the selected employee. Is filled out automatically.
Employee Job TitleSpecify the position of the selected employee. Is filled out automatically.
Employee Org. UnitSpecify 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.

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