When your employees want to create loan & advance request. First of all, you need to define loan & advance request flow. Where you will define approving authorities for loan & advance request. You can add different employees as approving authority. Loan & advance request will rotate from employee to employee as you define inflow.
To know more about how to set loan & advance request flow. Follow the following steps.
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At bottom of navbar click master tab.
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Above step will open new tabs in drop down. Click system masters.
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In System Master click request flow tab.
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Select company from drop down.
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Go to request type and select lend request from dropdown.
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In node type drop down select flow for node type.
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Flow will affect on employee according to authority type of an employee.
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If a person has more then one authorities at a time then flow with higher authority will affect on him.
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Click Define Flow button to define a flow.
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A pop-up will appear to add a request flow.
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Click add node button to add nodes.
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It will display a row for node.
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In node column add a nodetype.
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You can define node type according to the designation of an employee.
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If you want to select employee as node type then select employee from Employee column.
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Click next column to define priorities of flow (flow rotaion number).
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Click delete button to delete row.
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Click save button to save flow.
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Click cancel button to close popup.
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After adding flow it will look like.
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Click change flow button to change any thing from flow if you want.
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It will open a pop up to change/delete any thing.
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Change of request flow is same like add of request flow as mentioned in above section of document.
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Finally click save button to save changes.