Viewing the Progress of Purchasing Records Being Approved

You can see the progress of a record going through the approval process in several places.

To see the progress of a Purchasing record that is going through the approval process, look in the following locations on the Purchasing entry forms:

• The State field on the General tab of the Purchasing entry forms — This field shows you the state of the approval workflow: Start, In Approval, In Review, Cancelled, or Completed.
• The Step field on the General tab of the Purchasing entry forms — This field shows you which step of the approval process the record is currently in. Step 0 is logged when a new Purchasing record is created, but not yet submitted. Steps 1, 2, and so on are determined by the steps that you add to the approval workflow in Approval Workflows Configuration.
• The Purchasing record lookup on the Purchasing entry form — This dialog box opens in the Search field. The list of Purchasing records on the lookup has columns that display the state and step of the approval process that a record is currently in and the action that is required by you.
• The Progress tab of the Purchasing entry forms — You see more detailed information on this tab for each step of the approval process and the history of approval assignments for a record.