Manual approvers can use the Price submodule to approve price quotes of selected jobs.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To approve a price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote that you want to approve.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote that you want to approve.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to approve.
Note: You can only approve a price quote whose status is for approval and you have been added as a manual approver.
-
Click the Approval tab.
-
Click the
Approve
field that corresponds to your name.
WorkBook changes the label and color of
to
Approved internally and green.
-
You can also approve price quotes in
under
Tasks
.