Memorandum Management

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1. My Approval

This tab displays all transactions that have steps you can sign.

Select the documents that need to be signed. You can use the "Pick All" button to check all documents in the "Selected" column.

In Memorandum>My Approval，you can pick all Draft Petition to sign

Pick the Message/Petition ID，click “Conclude” and enter your conclusion: OK > Sure

Click “Sign”

Sure to auto Approve > Sure

After signing off，the screen will have no transaction

You can find Petition ID in Active Petition

2. Message

This screen allow user find all Messages and create new message

2.1. Add Message

Click”Add Message”

Fill in the “Subject”，click on the search icon to find RelationID > Submit

2.2. Edit Message

The New Message will be in the draft message，click MessageID enter edit screen

Content

In Content tab, user can see related files, Counter sign list and Process link

Edit

In Edit tab, user can edit the message

Add User or Company Group or Personal Group...etc>Submit.

For example: Add Users > Search > Pick > Submit

Sign to Active

Click ”sign”

Route Name > Active, Conclusion > OK, click “Submit”

Sign is OK

Sign is OK, like this screen

Sign Workflow

In this screen, you can view the currently defined approval process for this document.

3. Petition

3.1. Add Petition

At Manage screen >Memorandum

Click ”Add Petition”

Enter the following fields (“*” is request input)

Subtype: 費用名稱

Target Type: Payable/Payment object

Payment Format: Payment method

Sub ItemType: Payable/Payment type

Enter Petition data > Submit

The system will generate a Petition, enter the edit

3.2. Edit Petition

Content

Edit

Choose payment object > Target Type is employee in this case, so need to enter employeeID, click on

the search icon will be automatically brought into “Business Unit” and “Acc Dep”

Click “submit” when all done

Fill in information for “A2Message Detail”: Item/Name, Input Tax Amount and Tax Rate. Then click “Calculate Subtotal”. The system will automatically calculate the quantity, unit price and tax, click “Submit” when all done.

Fill in the following information: GUInvoice ID, GUInvoice Date, Expense Type and VAT Code > Submit

You can “File Upload” in Related Files > Submit

If Sub ItemType is Payable-Employee, you can fill in “Application Amount” in A2Message Detail > Submit: when you create AP/PA, the system will automatically calculate”adjustment amount” (Taxed Subtotal-adjustment amount = Taxed total

If Sub ItemType is Supplier, there is no need to fill in the "Application Amount"

Enter Petition screen > Content

Click “Auto create AP/PA” > Sure to create AP/PA

It will appear in the A2 Process ID, click Process ID AP23050011

You can see the Adjustment -100 in the Account Payable Item. In Petition, 1000(Taxed Subtotal)-100(Adjustment )=900(Taxed Total).

When the status is Active in Petition，you can revise the field in “Content” screen, for example: Memo, GUInvoice ID, Invoice Date, Expense Type…etc, click “Submit” when all done.