Action Monthly approval

A new configuration is created, derived from the action "ta_getmonthList".

The permission is granted to the intended role, with view permission according to the role's competence.

Configuration details

  • Confirmation field
    This field specifies the IF6020 account in which the weekly approval is set
  • Approval field
    this field shows the 6020 account in which the monthly approval is set
  • Write permission
    This parameter determines whether approval can be granted in this form. If the parameter is set to Yes, a choice between Yes/No is possible in the "Approval" column, which then fills the corresponding IF6020 field with this value
  • Show summary
    If the parameter is set to Yes, a summary is displayed at the bottom of the calendar overview screen, showing, for example, the number of employees and the number and names of the selected groups.
  • Show result immediately
    If the parameter is set to Yes, the checkbox "Show result immediately" is enabled in this list. If you then make a selection and enable this checkbox, the next time this list is opened, this selection is applied immediately, without first displaying the selection organizational chart
  • Columns to display
    • Type - select the type "Account" here;
    • Attribute - The attributes depend on the selected type; for "Account", various accounts are available for selection.
      In this example, the account "last confirmation" was selected; this field determines when a weekly approval was last given for the user. This field is linked to the confirmation field, so the matching field extended with the prefix "sf" must also be selected here (e.g., for the field twbso1 the corresponding field is sftwbso1).
      The account "Approval" shows whether the month has already been approved. Approval can also be granted here, provided that write permission exists for this configuration.

      The date query always refers to the last day of the previous month. For example, if 7.11 is queried, the list shows the monthly approvals for 31.10.; if the list is queried for 16.10., 30.09. is displayed.

  • Heading
    Heading that should appear in the column
  • Format pattern
    Format characters: '0' and '#';
    0: Empty decimal places are replaced by a 0. E.g.: 9.71 + 00.000 > 09,710; 9.71 + 0.0 > 9,7
    #: Empty decimal places are not replaced. E.g.: 9.71 + ##.### > 9,71; 9.71 + #.# > 9,7
    Next to the "Format pattern" input field there is a help text in the form of a question mark
  • Decimal separator
    Which separator should be displayed ( : . , ; )
  • Convert
    Possible to specify standard or industrial minutes
  • Summary
    Output of a summary (= total)
  • Column width
    Column width can be specified in HTML or PDF

Further adjustments

The following accounts should also be added to the monthly journal:

  • Account twbso1 > allows display of the weekly approval
  • Account twbfrei1 > allows display of the monthly approval
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