Manage a configuration
# Manage a configuration
This part of the documentation is important for approval process to work properly. Without creating a configuration, the processes in the background don't work.
Configuration is done through TALXIS Configuration - Purchase approval entity records. You can find it in the Settings area in the TALXIS procurement application.
# Where to find the configuration
Purchase configuration records are located in the Settings area, in the TALXIS Configuration - Purchase approval
# Create a configuration record
- Navigate to Settings area.
- Select TALXIS Configuration - Purchase approval subarea and select New.
After pressing the New button, the purchase invoice form will open. More about forms here.
- Fill in a form.
|Configuration Name||Name for the given configuration.|
|Accounting Email||Users who belong to the accounting department.|
|Approval Reminder||After how many hours an alert should arrive for a pending Approval.|
|Due Date Reminder||How many days before the due date of the invoice should be user notified.|
|Check Availability In Next Hours||After how many hours to check if the user is available for Approval.|
|All Must Approve Above Limit||An invoice that must be approved by the chief approvers if the invoice exceeds the given price.|
- Save the form
The saved form should look like the photo below.
# Add chief approver
After saving the form, it is possible to add chief approvers. Just press the Add existing User button and select a user.
Subgrid with chief approvers and button to add existing user
Select and add user
Added user to chief approvers subgrid