This tab is displayed when an approval workflow is used for approving a request for price quote. Use this tab to view the approvals and history of approval assignments associated with the request for price quote.
Contents
| Field | Description |
|---|
| History
|
Click this button to open the Approval History dialog box.
|
Approval Grid
| Field | Description |
|---|
| Responsibility
|
This column displays the organization role of the assigned employee 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 Toolbar
| Field | Description |
|---|
| Show/Hide Past Assignments
|
Click this button to display or hide your previous assignments associated with the approval.
|
Assignments Grid
| 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, which 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
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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