About Electronic Signatures
In many industries, an electronic signature is required for each individual transaction that is processed. To provide flexibility, use the Allow Batch Approval check box on the Electronic Signature Setup form to apply a single signature to all transactions for a specific action.
Electronic signatures can be required for activities involving these forms:
- Purchase Order Receiving
- Order Shipping
- Posted Order Shipments
- SRO Transactions
- Vendor Shipping
- SRO Transaction Posting
- Transfer Order Receive
- Transfer Order Ship
- Combined Transfer Order Ship/Receive
Create Electronic Signature Reason Codes
Use the Electronic Signature Reason Codes form to create codes that identify the reason for capturing the signature. Specify the code and a description for it.
Designate Which Transactions Require Electronic Signatures
Use the Electronic Signature Setup form to designate which transactions require electronic signatures. When you enable specific transactions on the Electronic Signature Setup form, those transactions cannot occur until a valid signature (user name and password of an authorized user) is entered.
The electronic signature consists of the user name and password of an authorized user, and a valid reason code from the Electronic Signature Reason Codes form.
Give Users Authorization for Electronic Signatures
Use the Electronic Signature Authorizers form to give users authorization to provide electronic signatures.
Provide an Electronic Signature
The Electronic Signature Required form displays automatically when a signature is required.
Generate a Tampered Electronic Signature Records Report
Use the Tampered Electronic Signature Records Report to generate a report that displays records where the checksum stored for the data no longer matches the data.
Generate an Electronic Signature Records Report
Use the Electronic Signature Records Report to generate a report that lists electronic signatures for a specific record.