Approval History Dialog Box for Purchase Orders

Use this dialog box to view a log of all the actions performed on the purchase order. This dialog box is available when an approval workflow is used for approving purchase orders.

Location

To display the dialog box, complete the following steps:

1. On the Vision Navigation menu, click Purchasing > Purchase Orders.
2. On the Progress tab, click History. The approvals workflow must be used to gain access to the Progress tab.

Contents

History Grid

Field	Description
Step	This column displays the step number based on the configured workflow.
Description	This column displays the description of the step.
Previous Approval Status	This column displays the previous status of the step based on the configured workflow.
Responsibility	This column displays the role that is responsible for the log.
Name	This column displays the name of the employee that performed the step.
Due Date	This column displays the date when the step is due.
Step Start Date	This column displays the date when the step was started.
Action Taken Date	This column displays the date when the employee performed an action for the step. By default, the action that has the oldest date displays as the first item.
New Approval Status	This column displays the new status of the step after the needed action was performed.
Comment	This column displays any comments that were entered an employee approved or rejected an approval step. In addition, Vision automatically adds a row and displays comments in this field when other actions occur that affect approvals: Comments Displayed Action That Was Taken Approval Workflow Disabled from Company AP Configuration. Approval Workflow Enabled from Company AP Configuration. Approval Workflow Restarted from Company AP Configuration. An approval workflow was disabled, re-enabled, or restarted using a different approval workflow. These changes were made on the Accounts Payable tab in Configuration > Accounting > Company AP. <Employee Name> reassigned. An approval step was reassigned to another employee. You reassign an approval step to another employee using Approvals > Reassign on the toolbar of the 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. Completed, conditions not met. An approval step is approved or completed because approval workflow conditions were not met. Completed, Final Approved. All the steps in an approval workflow are completed; the approval is final approved.