Costpoint Help

Manage Sales Order Approval Processes

Use this screen to define approval processes using approval titles.

Set up sales order approval processes when initializing Costpoint Sales Order Entry, after creating approval titles. You can modify the processes at any time but modifications will not impact approval processes already assigned to a sales order.

The approval process structure and default approval process are specified in the Sales Order Approval group box on the Configure Sales Order Entry Settings screen.


Display Manage Sales Order Approval Processes Screen

You access the Manage Sales Order Approval Processes screen from the Materials domain.

Contents of the Manage Sales Order Approval Processes Screen

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

Table Information for the Manage Sales Order Approval Processes Screen

Changes to the Manage Sales Order Approval Processes screen update several tables:

Subtask of the Manage Sales Order Approval Processes Screen

The Manage Sales Order Approval Processes screen has the following subtask: View Employee Approval.


Parent Topic:

Sales Order Entry Controls