PRINT SALES ORDER APPROVAL STATUS REPORT

Use this screen to print sales orders along with detailed status information, including: approval titles and actions, employees performing approvals, and approval notes for selected sales orders.

Print the Sales Order Approval Status report when you require approval information or sales order status detail.

Sort

Use this group box to sort the Sales Order Approval report by Sales Order number or by Approval Process.

Sales Order

Select this radio button to sort the Sales Order Approval Status report by sales order ID number.

Approval Process

Select this radio button to sort the Sales Order Approval Status report by approval process.

Select

Use this group box to define (e.g., by Sales Order, Approver User, Approval Process, Approver Employee, or Status) which sales orders you want to include in the report.

Sales Order

Use the fields in this group box to specify which sales orders to print.

Range Option

Enter or select the range of sales orders you want to print. Valid options are: "All," "One," "Range," " From Beginning," and "To End." The default for this field is "All."

From

If you selected "One," enter the one ID (or value) of the sales order you want to print. If you selected "Range," enter the starting value for the range in this field. If you elected to print beginning from a specific starting value ("To End"), enter that starting value here.

Rel

This option is not available in this version of Costpoint.

To

If you elected to print a "Range" of orders, enter the ending ID (or value) for the range here. If you selected to print to an ending form ("From Beginning"), enter that ending value here.

Rel

This option is not available in this version of Costpoint.

Approval Process

Use this group box to specify the approval processes for which you want to print sales orders.

Range Option

Enter or select the range option for the sales order that you want printed. Valid options are: "All," "One," "Range," " From Beginning," and "To End." The default for this field is "All."

From

If you selected "One," enter the one approval process code that you want to print. If you selected "Range," enter the starting value for the range in this field. If you elected to print beginning from a specific starting value ("To End"), enter that starting code.

To

If you elected to print a "Range" of orders, enter the ending approval process code for the range. If you selected to print to an ending form ("From Beginning"), enter that ending code.

Approver User

Use the fields in this group box to specify the approver users for which you want to print sales orders.

Range Option

Enter or select the range option for the sales orders that you want printed. Valid options are: "All," "One," "Range," " From Beginning," and "To End." The default for this field is "All."

From

If you selected "One," enter the one user ID for which you want to print. If you selected "Range," enter the starting value for the range in this field. If you elected to print beginning from a specific starting value ("To End"), enter that starting value.

To

If you elected to print a "Range" of orders, enter the ending user ID for the range. If you selected to print to an ending form ("From Beginning"), enter that ending ID.

Approver Employee

Use the fields in this group box to specify the approver employees for which you want to print sales orders.

Range Option

Enter or select the range option for the sales order that you want printed. Valid options are: "All," "One," "Range," "Beginning From," and "To End." The default for this field is "All."

From

If you selected "One," enter the one employee ID (or value) for which you want to print. If you selected "Range," enter the starting value for the range in this field. If you elected to print beginning from a specific starting value ("To End"), enter that starting value.

To

If you elected to print a "Range" of orders, enter the ending employee ID for the range. If you selected to print to an ending form ("From Beginning"), enter that ending value.

Status

Use the options in this group box to specify which sales orders to print.

Pending

Select this checkbox to print all sales orders with a "Pending" status.

In-Approval

Select this checkbox to print all sales orders with an "In-Approval" status.

Approved

Select this checkbox to print all sales orders with an "Approved" status.

Rejected

Select this checkbox to print all sales orders with a "Rejected" status.

Printing Approval Titles

Use this group box to specify which approval titles to print.

Print Pending Approvals Only

Select this radio button to print all "P" (Pending) approval titles. Pending approval titles are required as part of the approval process but have not yet recorded an approval action for the sales order.

Print Current Revision Approvals

Select this radio button to exclude all prior approval history.

Print All Approvals

Select this radio button to print all approval titles.