APPROVAL PROCESS

Use this subtask to view and maintain the current approval status of the sales order. You can add additional approval titles if the order has a status of "In-Approval," but cannot delete or modify existing approval titles. Costpoint assigns the "In-Approval" status to orders when electronic approval is used.

Use this subtask any time. You can add additional approval titles if the order has a status of "In-Approval."

SO, Release, SO Date, Approval Process

These non-editable fields default from the main screen.

Table Window

Seq

This field displays the sequence number assigned to the approval title for the approval process. This number determines the preferred order of the approval process. When you add a new approval title, you must enter the sequence number, which cannot be less than the current approval title's sequence number.

Approval Title

This field displays the approval title code assigned to the approval process. To add a new approval title, enter, or use Lookup to select, the new approval title, which can be an existing approval title for this order.

Apprvl Code

This field displays the approval code assigned in the main screen: "P" (Pending), "A" (Approved), or "R" (Rejected).

Employee

This field displays the employee ID assigned to the approval title.

Action Date

This field displays the system-assigned date on which the approval status was assigned or changed.

Phone

This field displays the phone number assigned to the employee ID.

Rejection Reason

This field displays a rejection reason code if the Apprvl Code is "R."

Approval Notes

This field displays the sales order approval notes that the approver entered to document a requisition's approval or rejection action.