By default, BC allows you to send unapproved documents to your customers and suppliers when you print those, or when sending them as PDF. When your organization works with BC's approval workflow, it is not desirable to send unapproved documents to customers or suppliers without those documents being recognizable as being a concept. You can overcome this by using the custom report layouts (RDLCs) that come with ProPack. If a document does not yet have the status "Released", a watermark "CONCEPT" will be shown on the printout of these report layouts. This functionality works on the Sales Quotation, Sales Order Confirmation and Purchase Order. The watermark functionality is built into the Custom Report Layouts below. These report layouts can be configured as desired by copying them from the “Custom Report Layouts” page (9650) Sales Order Confirmation (11295270) Sales Quote (11295272) Purchase Order (11295274)
|
---|
Custom report layouts that support the watermark “DRAFT” functionality |
To work within BC with the status “Pending approval”, the standard BC workflow can be used. The standard BC workflows can be activated via the “Workflows” page (1500)
|
---|
Activation of standard BC workflows for the usage of approval workflows via the “Workflows” page (1500) |
Behavior with this function activated |
---|
Example of the “CONCEPT” watermark. |
|