The Progress tab displays when an approval workflow is used for approving a purchase order. Use this tab to view information about each approval step and history of approval assignments for a purchase order.
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.
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| History
|
Click this button to open the Approval History dialog box and view a log of all the actions performed on the purchase order.
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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
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.
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| Responsibility
|
This column displays the organization roles of the assigned employees for the steps of the approval workflow.
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| Approver
|
This column displays the name of the employee that was assigned to the organization role displayed in the
Responsibility column.
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| 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.
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Assignments Grid Toolbar
| Field | Description |
|---|
| Show/Hide Past Assignments
|
Click this button to display or hide your previous assignments associated with the approval.
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Assignments Grid Fields
| Field | Description |
|---|
| Step
|
This column displays the step number of the assignment based on the configured workflow.
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| Description
|
This column displays the description of the assignment.
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| Responsibility
|
This column displays the organization role that the step is assigned to, based on the configured workflow.
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| Name
|
This column displays the name of the employee that is assigned to the step.
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| Delegate
|
This column displays a check box. This check box is selected if the employee was delegated to perform the task for the assignment.
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| Due Date
|
This column displays the date when the assignment is due.
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| Step Start Date
|
This column displays the date when the assignment was started.
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| 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.
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| Action Taken
|
This column displays the action that was performed by the assigned employee.
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| 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
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.
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