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Page History: Pending Approvals for You

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Page Revision: Thu, 05 Sep 2013 08:55

Table of Contents [Hide/Show]    General Description    Using the Pending Approvals Screen

General Description¶

Default Menu Location Maintain >> Approval Management >> Pending Approval

Screen Name PENDAPPRALL

Click here for a screenshot

Function Pending Approvals screen shows a list of transactions that need approvals before they can proceed. The management has the authority to Approve or Decline any transaction that are listed with or without including a reason.

Using the Pending Approvals Screen¶

1. To open the 'Pending Approvals' screen, follow the path 'Maintain >> Approval Management >> Pending Approvals For You', or use the Pending Approvals Shortcut located on the right side of your toolbar (at the top of the screen)

• NOTE: The bubble will be Gray if there are no pending approvals, and it will be Red with a number inside it if there are pending approvals.
  

The 'Pending Approvals for You' screen will show all the transactions which need to be approved by the user currently logged in.

2. From this screen, the user can make the following actions:

Approve: This button is used to mark the source document as approved. As long as the transaction only requires 1 person's approval, the source document can now be printed, received, paid, etc.

Decline: This button is used to decline the approval of the transaction. A declined approval is emailed to the adduser of the source document. The user can then edit the source document and save it to resubmit it for approval.

Skip: This button is used to skip or pass the transaction. An approval which has been skipped will remain in the approvals list.

View: This button is used to view the source document of the approval (the actual PO, SO, AP Invoice, etc.)

Defer: This button allows the user to defer the approval to a specified date and time. This date and time will appear in the 'DeferDate' column in the approvals grid.

Re-Assign: This button allows the user to re-assign the approval to one of the other users on the list of approval users (set up on theApproval Setup screen)

3. To view pending approvals for all users follow the path 'Maintain >> Approval Management >> Pending Approvals For All Users'. This screen will show all the pending approvals, regardless of the user currently logged in.