Pending Approvals - Revision history

Tcampbell at 19:00, 7 December 2022

2022-12-07T19:00:13Z

Tcampbell at 16:42, 6 December 2022

2022-12-06T16:42:02Z

Tcampbell at 16:38, 6 December 2022

2022-12-06T16:38:59Z

Tcampbell at 16:37, 6 December 2022

2022-12-06T16:37:57Z

Tcampbell at 16:35, 6 December 2022

2022-12-06T16:35:57Z

Tcampbell: Tcampbell moved page Pendapproval to Pending Approvals

2022-12-06T15:52:54Z

Tcampbell moved page Pendapproval to Pending Approvals

Tcampbell: Created blank page

2022-12-06T15:52:38Z

Created blank page

New page

← Older revision		Revision as of 19:00, 7 December 2022
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	'''Show All Users''': displays pending approvals for all users, not just the currently logged in user		'''Show All Users''': displays pending approvals for all users, not just the currently logged in user

−	[[category: ~~Approvals~~ Management]]	+	[[category:Approval Management]]

@@ Line 4: / Line 4: @@
 ===General Description===
-'''Default Menu Location''' Maintain >> Approval Management >> Pending Approvals
+'''Default Menu Location''' Maintain >> Approval Management >> Pending Approvals For You
 '''URL''' PendApproval_S.htm
@@ Line 19: / Line 19: @@
 *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.

← Older revision		Revision as of 16:38, 6 December 2022
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	===Using the Pending Approvals Screen===		===Using the Pending Approvals Screen===
		+
		+	[[image:apactions.png]]

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

← Older revision		Revision as of 16:37, 6 December 2022
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	*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.		*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.

−	[image:approval.png]	+	[[image:approval.png]]

← Older revision	Revision as of 16:35, 6 December 2022
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	+	__NOTOC__

	+
	+	===General Description===
	+
	+	'''Default Menu Location''' Maintain >> Approval Management >> Pending Approvals
	+
	+	'''URL''' PendApproval_S.htm
	+
	+	'''Function''' Pending Approvals screen shows a list of transactions that need approvals before they can proceed. Details on setting up approvals can be found on the [[Approval Setup]] screen. By default, the 'Pending Approvals' screen will show all the transactions which need to be approved by the user currently logged in.
	+
	+
	+	[[image:apyou.png]]
	+
	+
	+
	+
	+	To open the 'Pending Approvals' screen, follow the path '''Maintain >> Approval Management >> Pending Approvals''', 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.
	+
	+	[image:approval.png]
	+
	+
	+	===Using the Pending Approvals Screen===
	+
	+	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
	+	*NOTE You can only re-assign approvals to a user listed as one of your stand-.
	+
	+
	+	===Screen Options===
	+
	+	[[image:approvalradio.png]]
	+
	+	'''Show Recent Declines''': displays recently declined approvals
	+
	+	'''Show Deferred''': displays deferred approvals
	+
	+	'''Show All Users''': displays pending approvals for all users, not just the currently logged in user
	+
	+	[[category: Approvals Management]]

← Older revision	Revision as of 15:52, 6 December 2022
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