SALES ORDER APPROVALS

Use this subtask to view approval information including approval titles, approval/rejection information, and approval notes for the selected sales order.

SO

This field displays the sales order ID.

Release

This field displays the sales order release number.

Revision

This field displays the sales order revision number, which tracks the number of times a sales order is "R" (Rejected) and resubmitted for approval, "I" (In-Approval).

Type

This field displays the only available header type code, "S" (Sales order). Other codes will display when options such as change orders, blanket orders, and release orders are added in a future version of Costpoint.

SO Date

This field displays the date on which the sales order was created.

Status

This field displays the sales order status.

Approval Process

This field displays the approval process for the sales order, if approvals are required; otherwise, this field is empty.

Table Window

All fields in the table window default from the Approval Process subtask of the Approve Sales Orders screen.

Line Rev

This field displays the sales order revision number, which tracks the number of times a sales order is "R" (Rejected) and resubmitted for approval, "I" (In-Approval).

Seq

This field displays the sequence number assigned to the approval title within the approval process. This number determines the order in which approval titles access a sales order for approval/rejection in an approval process.

Approval Title

This field displays the approval title(s), determined by the approval process through which this sales order goes.

Apprvl Code

This field displays the approval status code applied by the approval title: "P" (Pending), "A" (Approved), or "R" (Rejected). An approval status of "P" indicates that the approval title has neither approved nor rejected the sales order.

Rejection Reason

This field displays the rejection reason description, if an approval title references a rejection reason code.

Action Date

This field displays the date on which an approval title either approved or rejected a sales order.

Employee

This field displays the employee associated with the approval title that either rejected or approved the sales order.

Apprvl Notes

Select this pushbutton to view any notes that approvers may have entered during the approval process.