SO/PO Approval

Sales Order Approval

This functionality is used for approving a Sales Order before a Goods Dispatch Note (GDN) is made against it.

How  to Enable this Functionality?

In order to enable this functionality the following steps need to be followed:

  • The supervisor (who is responsible for approving the sales order) or the System Admin should have the SO/PO Approval functionality enabled in the Access Setup tab.
  • Now, in the System and General GL Tab under the Approval System Section, make sure the “Enable Sales Order Approval” is enabled. If it is not, simply tick the box against “Enable Sales Order Approval” and click the Update button.
  • Log out and then log in.

How does the Sales Order Approval function work?

– Make a sales order entry.

– Click on “Delivery Against Sales Orders” tab- here you can view a list of all outstanding sales orders.

– The supervisor or the system admin can approve the sales orders, by ticking the checkboxes against the relevant sales orders and pressing the “Approval” button.

– Only after the sales orders have been approved, a Goods Dispatch Note (GDN) can be made against them.

Note: In the “Sales Order Inquiry” tab, the “Print Icon” will only be displayed against the approved Sales Orders.

Purchases Order Approval

This functionality is used for approving a purchases order before a Goods Received Note (GRN) is made against it.

How  to Enable this Functionality?

In order to enable this functionality the following steps need to be followed:

  • The supervisor (who is responsible for approving the purchase orders) or the System Admin should have the SO/PO Approval functionality enabled in the Access Setup tab.
  • Now, in the System and General GL Tab under the Approval System Section, make sure the “Enable Purchase Order Approval” is enabled. If it is not, simply tick the box against “Enable Purchase Order Approval” and click the Update button.
  • Log out and then log in.

How does the Purchases Order Approval function work?

– Make a purchases order entry.

– Click on “Outstanding Purchase Orders Maintenance” tab- here you can view a list of all outstanding purchase orders.

– The supervisor or the system admin can approve the purchase orders, by ticking the checkboxes against the relevant ones and pressing the “Approval” button.

– Only after the purchase orders have been approved, a Goods Received Note (GRN) can be made against them.

Note: In the “Purchases Order Inquiry” tab, the “Print Icon” will only be displayed against the approved Purchase Orders.

 

 

 

 

 

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