Progress Tab of the AP Invoice Approvals Form

Use the Progress tab to view the approvals and history of approval assignments associated with the AP Invoice Approval record.

This tab displays if you use an approval workflow for approving AP invoices (turned on in Settings > Accounting > Company AP).

The AP Invoice Approvals form displays in the AP Invoice Approvals application, as well as from other applications:

Application from which You Open the AP Invoice Approvals Form	What You Have Access To
Accounting > AP Invoice Approvals	You can enter information in the fields on all the tabs. All the toolbar options are available.
Accounting > Accounts Payable > Vendor Review	The form displays on a dialog box, and all information is read-only. Only the Print and Help options are available on the toolbar.
Alerts Dashpart	The form displays on a dialog box, and all of the information is read-only. You can use the Approvals toolbar option to approve or reject an AP invoice.

Contents

Field	Description
Progress History	Use this field to select an approval process and display its progress history on the tab. By default, this field displays the latest approval process.
History	Click this button to open the Approval History dialog box and view a log of all the actions performed on the purchase order.

Approvals Grid

Field	Description
Approvals Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Responsibility	This column displays the organization roles of the assigned employees for the steps of the approval workflow.
Approver	This column displays the name of the employee that was assigned to the organization role displayed in the Responsibility column.
Date	This column displays the date when the approval was made. By default, the approval that has the earliest date appears as the first item.

Assignments Grid

On this grid you can review assignment information, including the step number and action from the approval workflow, the name of the employee assigned, the start and completion dates, the action taken, and any comments entered when the assignment was approved or rejected.

Field	Description
Assignments Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.

Assignments Grid Toolbar

Field	Description
Show/Hide Past Assignments	Click this button to display or hide your previous assignments associated with the approval.

Assignments Grid Fields

Field	Description
Step	This column displays the step number of the assignment based on the configured workflow.
Description	This column displays the description of the assignment.
Responsibility	This column displays the organization role that the step is assigned to, based on the configured workflow.
Name	This column displays the name of the employee that is assigned to the step.
Delegate	This column displays a check box. This check box is selected if the employee was delegated to perform the task for the assignment.
Due Date	This column displays the date when the assignment is due.
Step Start Date	This column displays the date when the assignment was started.
Action Taken Date	This column displays the date when the employee performed an action for the assignment. By default, the assignment that has the latest date appears as the first item.
Action Taken	This column displays the action that was performed by the assigned employee.
Comment	This column displays any comments that were entered when an employee approved or rejected an approval assignment. This column also displays: <Employee Name> reassigned: This displays when an employee is added or reassigned to an approval step. This occurs when you click Approvals > Reassign on the toolbar of a form from which you approve an approval step, such as the AP Invoice Approvals form, the Purchase Orders form, the Absence Requests form, and so on. Approved, conditions not met: This displays when an approval step is approved when conditions for the step are not met. Completed, conditions not met: This displays when the last approval step is completed (final approved) when conditions for a step are not met.