This section describes the fields and actions on the Job Budgets tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.
Tab Fields
| Field | Description |
|---|
| View Details
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Click this icon to view more information about the approval item specified on the line.
The wizard that displays also lets you approve/reject the approval item.
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| Field | Description |
|---|
| Job No.
|
This field displays the number of the job.
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| Field | Description |
|---|
| Job Name
|
This field displays the name of the job.
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| Field | Description |
|---|
| Customer
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This field displays the name of the customer for whom the company performed the job.
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| Field | Description |
|---|
| Project Manager
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This field displays the name of the project manager for the job.
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| Field | Description |
|---|
| Job State
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This field displays the job's current state. The list of possible values is customized by the company.
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This field is only relevant if:
- Approval hierarchies are set up to use multiple stage approvals.
- The company uses the Job State functionality.
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| Field | Description |
|---|
| Budget Type
|
The selected job budget has a type from the list that is setup in the Popup Fields entry for Job Budget Types.
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| Field | Description |
|---|
| Current Status
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This field displays the job budget's current approval status.
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This can be one of the following:
- Submitted
- Partly Approved
- Approved
- Rejected
- Released
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| Field | Description |
|---|
| New Approval Status
|
This field allows the user to select the state after clicking the
Execute Approval button. This is used, instead of the
Approve or
Reject
actions, to change the state of multiple lines.
|
This can be one of the following:
- "" (empty)
- Approved
- Rejected
- Released
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| Field | Description |
|---|
| Approve
|
Click this action to approve the line.
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| Field | Description |
|---|
| Reject
|
Click this action to reject the line.
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| Undo
|
Click this action to undo approval/rejection of the line.
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Tab Actions
| Button
|
Description
|
| Approve all
|
Click this action to approve all the lines pending approval that are listed in the tab.
|
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Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
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Click this icon to maximize the table view.
Click this icon to restore the default display size of the table.
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Click this icon to open the Customize Columns window.
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