1 Topic by anoopmb (edited by anoopmb 09/11/2020 06:20:51 pm)

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Topic: Approval System for GL Postings Demo and SourceCode

Hi,

This is one of another modification to FrontAccounting. There may be bugs and I am not giving any warranty for my modifications.

Expecting suggestions , only minimal changes done

1. When creating users we can enable or disable direct GL posting for that user

2. In access setup we can enable or disable Modifying approval pending GL Transactions

3. Approver can approve,reject or void that transaction

4. Rejection and voiding will prompt for memo

5. To  Approve pending transactions go here Banking and Ledger tab -> inquiries ->Pending GL Transactions

Update - 11 September 2020

Updated for FA 2.4.8

Source code link and Details :Github Link

List of  Changed Files download Here

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Approval System for GL Postings Demo and SourceCode

To make it easy for integration in FA, provide the changed files alone or the diff file.
Also you made changes to the database schema / records (sys_prefs)? There is an extra flag field in the users table called "allow_direct_posting" and db version bumped to v2.4.2 in version.php but not changed in the sql files.
You have also added another user function get_user_real_name().

@joe: nice addition to FA - please check it out. It certainly affects the "DB Schema Freeze" policy.

apmuthu's Website

3 Reply by anoopmb (edited by anoopmb 05/21/2018 04:08:11 am)

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

Hi apmuthu,

I changed the db version to integrate it as a software update

I have added two new files in sql folder

Basically it will put a status flag on gl_trans table and audit_trail table

0=>Pending
1=>Approved
2=>Rejected

reasons/memo for rejections are stored in separate table


Heres the download Link for changed files Download

Copy the files to root folder and do the software update and Its Done!

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Saudi Arabia
  • Registered: 10/07/2017
  • Posts: 67

Re: Approval System for GL Postings Demo and SourceCode

Does this update comply with FA version 2.4.4?
I want to try it before work

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

@king1984


Yes This modification done on version 2.4.4

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Saudi Arabia
  • Registered: 10/07/2017
  • Posts: 67

Re: Approval System for GL Postings Demo and SourceCode

Very beautiful work

I have an important inquiry
Can I enable and disable this property?

Can you send modified files only?

7 Reply by anoopmb (edited by anoopmb 05/27/2018 02:05:50 am)

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

Thank you @king1984

Instead of disabling you can allow direct posting for all users and restrict the entry to approval page

Modified files download link is given above

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: India, TN, Karur
  • Registered: 05/16/2014
  • Posts: 1,181

Re: Approval System for GL Postings Demo and SourceCode

@anoopmb - This is definitely a good feature. But if you go with separate table instead of gl_trans and audit_trail to save them in a separate tables and when you user moderates and the moderators accept it. You can simply insert them into the gl_trans and audit_Trail table. You can make it as extension.  I feel all users may not need such a features. If someone doesnt understand the system and when they enter an GL entry and tries to check in its inquiry and cant find it means, it will be burden to them.

So its possible to make it as extension and keep the entries in separate table, once the moderator accepts, you can insert into the actual tables.

Subscription service based on FA
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kvvaradha's Website

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Approval System for GL Postings Demo and SourceCode

Do not forget to consider that the document number will be checked only in the core tables and not in the extra tables. You may land up accumulating "yet to be approved" entries in the new table - possibly all with the same document number!

apmuthu's Website

10 Reply by anoopmb (edited by anoopmb 05/28/2018 03:28:26 am)

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

@kvvaradha
I think it may be difficult to build it as a extension without core file changes. I just gave an idea so if joe make the necessary changes in core files to integrate it as extension it will be possible

users  can view the gl entry using the gl_trans_view popup , it will also display the current status ,name of approved by, rejected by and reasons for rejections etc

@apmuthu
right. there is such possibility

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Pakistan
  • Registered: 05/05/2018
  • Posts: 147

Re: Approval System for GL Postings Demo and SourceCode

hey,
i have checked this at different server, well can you please tell me how can i update existing FA to this one? need to replace files or something else..

Regards

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Approval System for GL Postings Demo and SourceCode

Check the FA 2.4.4 announcements page for changed file set.

apmuthu's Website

  • From: Philippines
  • Registered: 09/09/2017
  • Posts: 16

Re: Approval System for GL Postings Demo and SourceCode

Any update of this modification? Does it work in fa 2.4.6?

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

mostly it should work , you may try once, by the way i will check it and post an update

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Approval System for GL Postings Demo and SourceCode

@joe: Can integrate the Approvals System into atleast FA 2.5.

apmuthu's Website

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

@joe if you include this it will be very helpful for lots of users

it helps to monitor accountants entry, if any help required  i am ready

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Pakistan, Karachi
  • Registered: 03/03/2015
  • Posts: 650

Re: Approval System for GL Postings Demo and SourceCode

@joe my vote for it, please consider.

www.boxygen.pk

boxygen's Website

  • joe
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Re: Approval System for GL Postings Demo and SourceCode

I will have a closer look again.
I've been very busy on other work.

Thanks

Joe

  • joe
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Re: Approval System for GL Postings Demo and SourceCode

Hello again,

I will put this on the 2.5 implementations. Also let Janusz comment on this.

/Joe

  • From: Pakistan, Karachi
  • Registered: 03/03/2015
  • Posts: 650

Re: Approval System for GL Postings Demo and SourceCode

Great.....

www.boxygen.pk

boxygen's Website

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

Thanks Joe..

ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Philippines
  • Registered: 09/09/2017
  • Posts: 16

Re: Approval System for GL Postings Demo and SourceCode

anoopmb wrote:

mostly it should work , you may try once, by the way i will check it and post an update

Thank you

23 Reply by anoopmb (edited by anoopmb 11/21/2019 09:10:45 am)

  • From: India, Kochi
  • Registered: 07/16/2013
  • Posts: 92

Re: Approval System for GL Postings Demo and SourceCode

Update

Changed files for FA 2.4.7

Download

Copy the files to root folder and do the software update and Its Done!

NB: github repo not updated

Post's attachments

fa_approval_system 2.4.7.zip 78 kb, 10 downloads since 2020-05-17 

You don't have the permssions to download the attachments of this post.
ANOOP
Experience is the name everyone gives to their mistakes!
  • From: Philippines
  • Registered: 09/09/2017
  • Posts: 16

Re: Approval System for GL Postings Demo and SourceCode

Hi

Tested in FA 2.4.6 and its working fine. would be satisfactory if you add approval/reject feature in purchase and sales order entries. so that a high rank personnel can review the PO & Sales entry before proceeding to PO Receive or Sales Delivery procedure.

  • From: Philippines, Calabarzon
  • Registered: 07/30/2020
  • Posts: 33

Re: Approval System for GL Postings Demo and SourceCode

anoopmb wrote:

Update

Changed files for FA 2.4.7

Download

Copy the files to root folder and do the software update and Its Done!

NB: github repo not updated

Dear anoopmb,

We want to install this using FA 2.4.8. Is there a recent file for Ver. 2.4.8, or can the same file for 2.4.7 be installed without problem? Are we to expect action buttons for approvers? Changes or addition to permissions?

We sill appreciate your advice in the installation.

Thank you very much.

Celito