Manage Sales Orders Supervisor Screen FAQ

Needs short description.

What are the changes that require a re-approval of a sales order?

There are several instances that require a re-approval of a sales order which are:

• When any of the following fields in an existing sales order line has been modified:
  • Item
  • Rev
  • Quantity
  • Inventory Abbreviation
  • Warehouse
  • Due Date
  • Original Due Date
  • Ship By Date
  • Extended Price Amount
• When a new sales order line was added.
• When an existing sales order line was removed.

What are the changes that will not require a re-approval of a sales order?

Re-approvals of a sales order are not required in the following scenarios:

• When a sales order line resulted to a System Closed SO Status.
• When a Closed sales order line was added.
• When a Closed sales order line was removed.
• Changes to a Closed sales order line was made.
• When the sales order line status was changed from Closed to Open, or Open to Closed.

When does the Status of a Sales Order change on the Manage Sales Order Supervisor screen?

SO Status (From)	SO Status (To)	Notes
Pending	In-Approval	This change happens when: The sales order is modified. The Submit to Approval check box is selected.
Pending	Approved	This change happens when: The sales order is modified. The Submit to Approval check box is selected. Approvals are not required.
Pending	Closed	This change happens when: There are no Open sales order lines. There is at least one Closed line.
Pending	Void	This happens when: You manually select the Void status. When Costpoint identifies that all lines are void.
Rejected	Pending	This happens when you manually select the Pending status.
Rejected	In-Approval	This happens when the Submit for Approval check box is selected.
Rejected	Void	This happens when: You manually select the Void status. When Costpoint identifies that all lines are void.
Closed	Pending	This happens when: The select fields in the sales order were modified and the Submit for Approval check box is not selected OR The Re-approvals required for select changes to approved sales orders check box is selected on the Configure Sales Order Entry Settings screen OR The changed amount exceeds the threshold amount.
Closed	In-Approval	This happens when: The sales order has been modified and The Submit for Approval check box is not selected.
Closed	Approved	This happens when: The sales order has been modified and Approval is not required
Closed	System Closed	This happens when all lines are system closed.
Closed	Void	This happens when: You manually select the Void status. When Costpoint identifies that all lines are void.
System Closed	Pending	This happens when: A new Open line was added in the sales order and the Submit for Approval check box is not selected OR Changes were made to select fields and the Re-approvals required for select changes to approved sales orders check box is selected on the Configure Sales Order Entry Settings screen OR The changed amount exceeds the threshold amount.
System Closed	In-Approval	This happens when: The Submit for Approval check box is selected after a new Open line was added. OR The sales order has been manually changed.
System Closed	Approved	This happens when: Approval is not required after adding a new Open line. OR The sales order has been manually changed.
System Closed	Closed	This happens when a Closed line was added.