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

 

As an originator you can use this report to display the status of the documents you have created. This window displays a list of documents with their approval status and the history of the transactions, based on your selections in the Approval Status Report - Selection Criteria Window.

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

Define the selection criteria and choose the OK button.

Approval Status Report Window

The report is expandable and contains up to three levels. Each level displays summary information for the level below.

The fields described in this section are displayed in the upper table of the 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.
Template

Name of the template as defined in the Approval Templates – Setup window.
Status

Status of the document and authorization, namely:

  • Pending – The status of a transaction awaiting approval.

  • Generated – The status of a transaction that has been approved and converted from a draft to a regular document by the originator.

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

  • Generated by Authorizer – The status of a transaction that has been approved and converted from a draft to a regular document by the authorizer.

  • Rejected – The status of a transaction that was not approved and remains a draft. The authorizer can grant approval for a rejected transaction by changing the status accordingly.

  • Canceled – An approval procedure can be cancelled and restarted as necessary. If the approval procedure is cancelled, the draft document cannot be converted to a regular document.
Remarks

Remarks included with the approval request by the originator.

The fields described in this section are displayed in the lower table of the window.

Stage

The name of the stage, as defined in the Approval Stages – Setup window.
Authorizer

The name of the authorizer of the document, 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.

Note Note

As an authorizer you can choose the required approval decision.

End of the note.
Date

The date the document was approved or rejected.
Time

The time the document was approved or rejected.
Remarks

Remarks made by the authorizer relating to the approval decision.

More Information

Generating the Approval Status Report

Approval Status Report - Selection Criteria Window