mSofTek Solutions

Approval Module for Epicor ERP

In an organization where a transaction needs approval from one or more authorized people based on hierarchy of rules on types of transactions, amount limits, Banks, chart of account and account segments or any one of the earlier listed approval mechanisms, it needs an Approval Module.
A customized Epicor Approval Module is created for General Ledger journals, supply chain, module including approval for AP invoices, AP payments and purchase order, where a user enters a transaction and submits it for the approval.

  • Escalation of approval is or can be setup based on the chart of account and all applicable account segments for multiple Books as well as multiple COA.
  • Complex limit amount matrix with complex multi-approver setup can be easily configured through Routing Rule setup.
  • Bank wise AP payments approval can be handled.
  • Approver amount up to 17 digit i.e. One hundred quadrillion(1017) is handled.
  • Amount with multi-currency functionality and desired approval hierarchy.
  • Alternate Approver can be setup for particular validity period, if any of the approvers are on leave.
  • At any given time, authorized users are able to track the status of the transactions. Users are able to trace complete information of the approvals that have already taken place as well as any pending approvals at any given point in time.
  • Only authorized approvers i.e. users who are set as approvers or disapprovers can see or approve/disapprove the transactions.
  • Multiple records can be approved/disapproved at one go.
  • In addition to the ability of tracking transaction approvals or disapprovals, the history of all changes to configuration is maintained as Audit Trail.
  • While approving or disapproving the transaction, the approver can drill down to the source Epicor transaction to verify details of the transaction. It uses default as well as customized Trackers.
  • While approving or disapproving, the approver can sort or summarize the listed approval transactions.
  • Approval Module uses Epicor Customization tools, native C# coding and user define tables and only supports Microsoft SQL Server installations.

Service Overview

Specialized in Epicor ERP and iScala Technical Consultancy as well as carry system integration and customized software development projects.


  • Epicor Technical Consultancy
  • iScala Technical Consultancy
  • System Integration
  • Software Developement
  • Web Services, SOA Implementation
  • ERP Support Contracts
  • Undertake Outsourced Projects

Contact Us

Address: Navi-Mumbai, India
Phone: +91-90 7636 2327

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