Responsibilities are unclear
Solution: Define roles and name the owner of each process.
Expected result: Staff know who prepares and reviews work.
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MALUONE ERP MODULES
Management
Explore the controls and reporting that help managers oversee work across teams and branches.
For business owners, department managers and administrators.
Request a Management Demo
Problems your team needs to solve
Managers compare inconsistent reports
Solution: Agree reporting definitions, periods and filters.
Expected result: Teams discuss the same measures.
Changes cannot be explained
Solution: Review available transaction history with supporting documents.
Expected result: Exceptions can be investigated with context.
Understand the workflow
Set responsibility → Review → Approve → Monitor → Investigate
Roles and approvals
Discuss who can perform each task and which transactions require approval.
Branches and dashboards
Review the information managers need to follow operations across the business.
Audit history
Explore how transaction history supports review and accountability.
Common mistakes to avoid
- Giving every user administrator access.
Prevention: Grant permissions according to responsibilities and review access regularly.
- Comparing reports with different date filters.
Prevention: Use the same reporting period, definitions and filters when comparing results.
- Assuming a dashboard replaces transaction review.
Prevention: Trace exceptions from summary measures back to their source records.
Work through a complete example
Use these illustrative cases to evaluate the workflow with the demonstration team. Confirm the available screens, controls and configuration for your scope.
Follow the quantities and amounts
A company requires manager review for purchases above 5 million LAK. A buyer prepares a 7 million request. Use the demo to check whether the buyer can approve it, whether a manager can return it with a reason, and what happens if its value changes after approval. This is a sample company rule to verify, not a statement of the default configuration.
Read the visual: compare each document or stage separately, then follow the reconciliation shown beside it.
Sample approval rule
5mReview threshold
7mPurchase request
7m exceeds 5m LAK: manager review required
Decision and change review
01Buyer prepares
02Manager reviews
03Changes checked
Verify authority and retained history in the demo
Documents and team handovers
- 01
Responsibility map
Identify who prepares, reviews, approves and follows each type of transaction.
- 02
Decision evidence
Retain the supporting documents, decision, reason and relevant user and time information available in the system.
- 03
Management review
Define each measure and report cutoff, then investigate exceptions through the underlying documents.
When the normal process changes
Case 1: The approver is absent
Problem / consequence
Work either stops or staff bypass review.
Correction / prevention
Agree a documented substitute or escalation route and confirm how temporary authority is granted and removed.
Case 2: A transaction changes after approval
Problem / consequence
The approved evidence may no longer match the final transaction.
Correction / prevention
Demonstrate whether the change requires a new review and what history remains visible.
Case 3: A user changes role or leaves
Problem / consequence
Old access may remain active after responsibilities change.
Correction / prevention
Use an access-review process and confirm deactivation, ownership handover and retained transaction history.
Responsibilities, reports and controls
Permissions
Define allowed actions and branch visibility by responsibility; test restricted actions as well as allowed ones.
Dashboard definitions
Agree whether figures mean ordered, delivered, invoiced or collected amounts, and use consistent dates.
Audit review
Confirm the exact events recorded, retention requirements and who can view or export history.
Ask to see these cases in your demo
- Test the 7 million request using both buyer and manager roles.
- Change an approved value and inspect the resulting review and history.
- Trace a dashboard figure to documents using the same branch and period filters.
Agree the results and any limitations in the implementation scope before launch.
Prepare a useful demonstration
Bring these examples
Bring your organization chart, approval rules and management report examples.
Outputs to review
Discuss dashboards, role permissions and audit history needs.
Confirm the scope
Confirm which approvals, branch restrictions and audit events are supported in the selected modules.