Costpoint Help

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.

Parent Topic:

Manage Sales Orders Supervisor Screen