Client requested a methodology for managing delete and edit permissions for vouchers within a specific Subsidiary.
The vouchers mainly include vendor prepayment, receipts, bill payment, debit advice and credit advice
Methodology Overview
- Permissions:
- Only the admin has full permissions to create, edit, and delete vouchers.
- Delete permission is restricted for other roles (roles specified by the client) under the specific subsidiary.
- Locking Mechanism:
- Vouchers are locked for everyone except the administrator once created for the specific subsidiary.
- Request Edit Button:
- A custom “Request Edit” button is available for specific roles (roles specified by the client).
- Admin Approval:
- The admin can open the record and click on the “approval to edit” button to approve editing.
- Edit Permissions:
- Once approved, the record is unlocked for roles
- An edit button appears for these users under the roles to make changes.
- Re-locking Mechanism:
- After saving changes, the record is locked again for all users under the roles except the admin.
- Reject to Edit:
- An option for the admin to click on the “reject to edit” button is available if editing is not needed. This keeps the record locked for all users except the admin.
- Additional, Email Alerts and Reminders:
- An email alert can be set up to notify the administrator when the “Request Edit” button is actioned by users under the specified roles.
- Also, a reminder in the approver dashboard can be set up to list vouchers that require approval to edit.
- An email alert can also be established to inform the requester about the status of the approval or rejection of the voucher to edit by the admin.
Estimated Development Time:
- Based on our methodology and the additional features outlined above, we estimate that the overall time required to build this customization will be between 8 to 10 hours.