Entering and Viewing Order Approvals
You can locate, view, or approve orders that require approvals to proceed in their order cycles. Use this window, along with the Pending Order Approval Report, to manage your approval routing process.
To find orders, returns, or lines for approval:
1. Navigate to the Find Order and Line Approvals window.
2. Select the Approval cycle action you want to use to retrieve orders or lines awaiting approval for that specific action.
3. Optionally, enter the remaining fields to specify additional search criteria for an order or line.
4. Choose the Find button.
If you choose an order-level approval action, Oracle Order Entry/Shipping displays orders eligible for that approval in the Approve Orders window. If you choose a line-level approval action, the results display in the Approve Lines window.
To approve orders or lines that meet your selection criteria:
1. Navigate to the Approve Orders or Approve Lines window, as appropriate.
2. If you want to approve only one order or line, enter an Approval Result for the order or line, and optionally enter a comment.
For example, if the approval action is Legal Review, the result may be Pass Legal or Fail Legal. You must enter a result to approve an order or line.
If you enter a passing result, the order or line will proceed to the next step in its cycle. If you do not enter a passing result, the order or line remains at the same cycle status.
3. If you want to approve several orders or lines at once, select the desired orders or lines, and choose the Set Results button to apply the same result and comment to each selected entry. See: Selecting Multiple Records.
Note: You cannot approve an order if the order or any of its lines has an active hold on it. Similarly, you cannot approve a line if the line or its order has an active hold on it. This applies both to non-cycle-specific holds and holds for a particular approval action. You must release the hold first. See: Releasing Holds.
To view history information for order and line approvals:
1. Navigate to the Find Order and Line Approvals window.
2. Enter search criteria for orders, returns, lines, or a particular approval step.
In the Order Status field, choose Open to view only open orders, Closed to view closed orders, or the blank row to view all orders.
3. Choose the History button to view a detailed approval history of an order including the approval date, the user ID of the approver, the approval action and result, and comments.
Note: The History button is also available in the Approve Orders and Approve Lines windows.
See Also
Approval Actions
