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Object documentationApproval Decision Report Window Locate this document in the navigation structure

 

This window displays a report, based on your selections in the Approval Decision Report - Selection Criteria window, of all the draft documents that have pending approval decisions. In addition, documents can be approved directly from this report.

To display this window, choose   Administration   Approval Procedures   Approval Decision Report  .

Define the selection criteria and choose the OK button.

Approval Decision Report Window
Document Type

Document drafts to which the Approval Status Report applies, namely:

  • Sales document drafts – Sales Quotations, Sales Orders, Deliveries, Returns, A/R Down Payments, A/R Invoices, and A/R Credit Memos.

  • Purchasing document drafts – Purchase Orders, Goods Receipt POs, Goods Returns, A/P Down Payments, A/P Invoices, and A/P Credit Memos.

  • Inventory document drafts – Goods Receipts, Goods Issue, and Inventory Transfers.
Document No.

Number of the document.
Originator

Name of the originator of the document.
Stage

Name of the stage as defined in the Approval Stages – Setup window.
Answer

Status of the document and authorization, namely:

  • Pending – The status of a transaction awaiting approval.

  • Approved – The status of a transaction that has been approved, but not yet converted from a draft to a regular document.

  • Not Approved – The status of a transaction that has not been approved.
Remarks

Any remarks made by the originator that are included with the approval request.

More Information

Approving Draft Documents

Saving Drafts as Regular Documents

Generating the Approval Decision Report

Approval Decision Report - Selection Criteria Window