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Contents of the Manage Sales Order Approval Titles Screen

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

Sales Order Approval Title

Field	Description
Approval Title	Enter an approval title code. This code is used in the approval process.

Default Settings

Use the fields in this group box to establish defaults for each approval title.

Amount

Field	Description
Minimum Amount	Enter the minimum sales order total amount, up to 999,999,999,999.99, to require approval from this approval title. Sales orders with a total amount less than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Maximum Amount	Enter the maximum sales order total amount, up to 999,999,999,999.99, that is eligible for approval from this title. A maximum value of 0 indicates that there is no limit for this approval title. Sales orders with a total amount more than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Allow View of Customer Credit Info	Select this check box if approvers with this approval title are allowed to 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. This can be overridden on the Manage Sales Order Approval Processes screen.

Table Window

Field	Description
Sequence	Enter the preferred sequence number, up to four characters, in this field for an employee for this approval title. Users with low sequence numbers are considered the preferred approvers for this title.
User	Enter, or click to select, the ID of the user eligible to perform the electronic approval for this approval title.
User Name	This field displays the user name associated with the user ID.
Employee	Enter, or click to select, the ID of the employee to whom the approval/rejection of a sales order is attributed.
Employee Name	This field displays the employee name associated with the employee ID.
Title	This field displays the title associated with the employee ID.
Phone	This field displays the telephone number of the employee.
Extension	This field displays the employee's telephone number extension.
Minimum Amount	Enter the minimum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders less than this amount.
Maximum Amount	Enter the maximum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders for more than this amount. An amount of 0 indicates that no maximum limit exists for this approver.

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Contents of the Manage Sales Order Approval Titles Screen

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

Sales Order Approval Title

Field	Description
Approval Title	Enter an approval title code. This code is used in the approval process.

Default Settings

Use the fields in this group box to establish defaults for each approval title.

Amount

Field	Description
Minimum Amount	Enter the minimum sales order total amount, up to 999,999,999,999.99, to require approval from this approval title. Sales orders with a total amount less than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Maximum Amount	Enter the maximum sales order total amount, up to 999,999,999,999.99, that is eligible for approval from this title. A maximum value of 0 indicates that there is no limit for this approval title. Sales orders with a total amount more than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Allow View of Customer Credit Info	Select this check box if approvers with this approval title are allowed to 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. This can be overridden on the Manage Sales Order Approval Processes screen.

Table Window

Field	Description
Sequence	Enter the preferred sequence number, up to four characters, in this field for an employee for this approval title. Users with low sequence numbers are considered the preferred approvers for this title.
User	Enter, or click to select, the ID of the user eligible to perform the electronic approval for this approval title.
User Name	This field displays the user name associated with the user ID.
Employee	Enter, or click to select, the ID of the employee to whom the approval/rejection of a sales order is attributed.
Employee Name	This field displays the employee name associated with the employee ID.
Title	This field displays the title associated with the employee ID.
Phone	This field displays the telephone number of the employee.
Extension	This field displays the employee's telephone number extension.
Minimum Amount	Enter the minimum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders less than this amount.
Maximum Amount	Enter the maximum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders for more than this amount. An amount of 0 indicates that no maximum limit exists for this approver.