Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Manage Sales Order Approval Processes Screen

Use the fields and options to configure the Manage Sales Order Approval Processes screen.

Approval Process

Field Description
Approval Process Code

Enter an approval process code.

Name

Enter a description for the approval process.

Table Window

Field Description
Sequence

Enter the sequence number for this approval title's priority within this approval process.

  • If approval titles share the same sequence number, users assigned to each approval process can view and approve the sales order concurrently.
  • If an approval title has a lower sequence number than another approval title in the same approval process, that approval title with lower sequence number must be approved before other approval titles will be eligible to be approved.
Approval Title

Enter, or click to select, the approval title code for this approval process line.

Minimum Amount

Enter the minimum dollar amount for sales orders to require this approval title. The value in the Minimum Amount field for this approval title on the Manage Sales Orders Approval Titles screen defaults in this field. Any sales order with an estimated cost less than this amount is exempt from this approval title step. The lowest minimum dollar amount allowed is 0.

Maximum Amount

Enter the maximum dollar amount for sales orders to fall within this approval title. The value in the Maximum Amount field for this approval title on the Manage Sales Orders Approval Titles screen defaults in this field. Any sales order with an estimated cost greater than this amount is exempt from this approval title step. A value of 0 indicates that there is no maximum limit for this approval title.

Allow View of Customer Credit Info

Select this check box if approvers with this approval title can access the Credit Information subtask of the Approve Sales Orders screen. The Credit Information subtask includes customer-specific finance and credit information, outstanding accounts receivable balance, approved order balance, and credit remaining. Clear the View Credit Info check box to prevent this approval title from viewing customer credit information during the sales order approval process. The Allow View of Customer Credit Information setting on the Manage Sales Order Approval Titles screen defaults in this field.

Subtask

Subtask Description
View Employee Approval Click this link to open the View Employee Approval subtask. Use this to display the employees that are assigned to the approval titles within an approval process.