Rules for electronic signatures
To open or create existing rules for electronic signatures, open the list of Electronic Signature Rules. The list displays the existing rules. You can edit them using the Edit action or create a new rule using +NEW.
Each Electronic Signature Rule refers to a unique action. Certain actions are only available if the corresponding app is installed and licensed.
The following actions are available:
| Area | Action |
|---|---|
| Audit Trail | Changes |
| Item Tracking Data | Lot No. Information Modification - Post Document Lot No. Modification - Post Document |
| Sales | Post Sales Order/Invoice Post Sales Return Order/Credit Memo |
| Purchase | Post Purchase Order/Invoice Post Purchase Return Order/Credit Memo |
| Inventory | Post Item Journal Post Phys. Inventory Journal Post Assembly Order Post Reclass Journal Post Transfer Shipment |
| Warehouse | Post Warehouse Receipt Register Put-Away Post Warehouse Shipment Register Pick Register Movement Register Warehouse Journal Register Warehouse Reclass Journal Register Warehouse Phys. Inventory Journal Register Inventory Movement |
| Phys. Inventory Order | Post Document |
| Manufacturing | Certify Production BOM Reset Production BOM Certify Routing Reset Routing Certify Manufacturing Specification Reset Manufacturing Specification Modify Prod. Order Routing (relevant fields: No., Link Code, Posting Method) Modify Prod. Order Components (relevant fields: Item No., Unit of Measure Code, Routing Link Code, Variant Code, Posting Method, Location Code, Bin Code, Quantity per) Release Production Order Finish Production Order Post Consumption journal Post Output Journal Post Decanting Order |
| Quality Assurance | Certify Inspection Equipment Certify Inspection Methods Certify Inspection Groups Certify Qualifications Certify Interval Rules Certify Objects Certify Inspection Plans Reset Inspection Plan Certify Inspection Features/Methods Setup Certify Certificate of Analysis Release Inspection Order Finish Inspection Order Cancel Inspection Order Release Stability Test Finish Stability Test Edit Stability Test Cancel Stability Test Certify Specification Reset Specification |
| Research & Development | Convert RD Item Convert Development Recipe Certify Development Recipe Reset Development Recipe |
| Jobs | Post Journal |
| Master Data | Certify Feature |
Note
The relevant fields listed for an action do not only trigger the signature requirement. They are also the only fields that are compared when checking document data for changes.
To create a rule:
Add a meaningful Description and the Priority (ideally in increments of 10).
In the Conditions section, you define the exact data for which a signature is required. The options displayed depend on the selected action.
In the Signer section, you can enter the Users who should be authorized to execute the electronic signature and which Meaning of Signature is valid for the signer (Review, Approval, etc.). You can select Users or User groups. Use Signatures no. to specify whether
- several signatures are required (different numbers in the field Signatures no., dual control principle)
- or whether a signature can be executed by different users (same Signatures no. in two or more lines, OR link).
The setting Documentation required means that documentation must be entered in addition to the password.
Activate the rule so that it can be used.
Note
From version BC22 upwards, user groups are replaced by Yaveon User Groups.