Purchase Order- Releases Grid of the Approval Center Form

Use the Purchase Orders - Releases grid on the Approval Center form to access and perform approval workflow tasks for release orders. To reorder columns in the grid, drag a column header to a new location.

Contents

Field	Description
Selection Checkbox	Select the row before applying actions from the grid toolbar.
Approval Action	This column displays the Action Required drop-down list for the record type. The options on this list are: Approve: Select this option to approve the item. On the Approve dialog box, enter a comment and click OK. The approval process continues to the next step based on the configured approval workflow for the record. This option is available based on the state of the workflow. Reject: Select this option to reject the item. On the Reject dialog box, enter a comment and click OK. Based on the configured approval workflow for the record, the record could be sent back to the employee who submitted it. The Reject action does not display if: You make changes to a record while the workflow state is In Review. The Reject Action option is set to None for an approval workflow on the Workflow tab of Approval Workflow Settings (Settings > Workflow > Approval Workflows in the desktop application). You do not have the appropriate approvals workflow access rights, based on approvals workflow configuration Reassign: Select this option to open the Change Assignment dialog box and assign an additional employee to the current approval step for the record or move the approval assignment from one approver to another employee. This option is available if the Allow Approvers to Reassign option is selected on the General tab of Approval Workflow Settings (Settings > Workflow > Approval Workflows in the desktop application). You must also be the approval administrator for the record's approval workflow.
Bill To	This column displays the bill-to code of the purchase order record.
Buyer	This column displays the name of the purchase order buyer, usually the name of the user who created the purchase order record. You can click the link to view an info bubble that shows the details of the employee record such as email address and contact details.
Currency Code	This column displays the currency code used in the purchase order record.
My Action Required	This column displays the recommended action for the record based on the approval workflow.
Order Date	This column displays the date when the purchase order record was created.
P.O. Number	This column displays the identification number that you entered or was automatically assigned to the purchase order record. Click the hyperlink to view the record.
Release Number	This column displays the number that Vantagepoint automatically assigned to the release order.
Ship To	This column displays the ship-to code of the purchase order record. Ship-to codes are defined on the Ship tab of the Purchasing & Inventory Company Settings form (Settings > Purchasing & Inventory > Company).
Status	This column displays the purchase order's processing status and indicates whether the purchase order is still open for changes, or if it is closed/final.
Step	This column displays the step number of the record based on the workflow configuration.
Total Net Amount	This column displays the sum of the net amounts for the line items of the purchase order record.
Total Not to Exceed	If the record is a blanket or service purchase order, this column displays the sum of the maximum monetary amounts of cost allowed for the items that are approved to be purchased.
Type	This column displays the purchase order type (Standard, Blanket, or Service) of the record.
Vendor	This column displays the vendor selected for the purchase order. You can click the link to view an info bubble that shows the details of the vendor such as location, project number, and status.
Vendor Contact	This column displays the contact associated with the vendor, which appears on the Contacts tab of the vendor record.
Workflow State	This column displays the state of the record based on the approvals workflow. The possible workflow states are: In Approval: This workflow state indicates that the approver may approve or reject the record during the approval process. In Progress: This workflow state indicates that the approver may edit the record during the approval process. In Review: This workflow state indicates that the approver reviews the record based on the action specified in the approval workflow step. The approval process may restart based on the review output. Waiting: This workflow state indicates that the record is already in the approval process queue. Workflow states differ per approval record type: Approval Record Type Available Workflow States Absence Requests In Approval Expense Lines Timesheet Lines In Approval In Progress Waiting Expense Report Timesheet Purchase Orders Purchase Order (Change Orders) Purchase Order (Releases) Purchase Requisitions In Approval In Progress In Review Waiting To display records that have been completed, turn on the Show Completed Approvals toggle on the grid toolbar.
	Click this icon to display the Approval Timeline dialog box for the corresponding row.