Reviewing Purchase Orders Awaiting Approval Using a Mobile Tablet Application (M43082)
To review purchase orders awaiting approval:
Open the application by tapping the PO Approval icon on your device, and then log in.
From the Purchase Order Approval home screen, you can see the number of each order type that is currently awaiting approval. To refresh the data on the screen, swipe down on the panel with the list of order counts.
The order counts fields on the left pane list the number of orders awaiting approval for each order type.
Note that the order counts displayed in these fields are also graphically displayed in the Orders Awaiting Approval by Order Type section on the right side of the screen.
Tap any of the order counts fields on the left pane, or segments in the pie chart to display a list of orders awaiting approval for that order type.
You can use filters to search and filter orders from the list. To filter orders, tap the filter icon at the top of the left pane.
- Branch Plant
To add a branch plant to your search criteria, you can use the Visual Assist icon to search for a value and return it to the Branch Plant field, or you can manually enter the branch plant number in the field.
- Originator
To add the originator of the purchase order to your search criteria, you can use the Visual Assist icon to search for a value and return it to the Originator field, or you can manually enter the address book number of the originator in the field.
In the filters screen, to continue the search by using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
Takes you to the list of orders that are displayed based on your filter values.
Saves the filter values that you entered.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
Takes you to the screen that has the list of orders for the order type that you selected from the home screen.
Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all of the filter values you specified, and to enter new filter values, tap the Clear button.
In the right pane of the Purchase Orders screen, the system displays the first order in the list.
To review details about a different order, tap the order. The selected order is highlighted in the order list. The Order tab is open by default. In the Order screen, you can:
Review the order header information, such as order amount, branch plant, and requested and transaction dates.
Tap the data in the Supplier Address and the Ship To Address sections to use the device's map and navigational features.
To review details of the order, tap the Order Details tab.
In the Order Details screen, you can:
Review the details of the order. The system displays all the order lines that are awaiting approval for the purchase order. The detailed data that is displayed depends on what data is available in the EnterpriseOne database. Data can differ depending on the type of order. You might need to swipe down the screen to review all detail lines, depending on the size of the order.
To enter a remark about the selected line, tap the Remark button and complete the Remark field. You can enter up to 30 alphanumeric characters. This field is optional. When you enter remarks, the system shows the remarks next to the Remarks button.
To review notes associated with the order, tap the Order Notes tab. The application displays only the first text attachment available in the media object of the Purchase Order Approvals program (P43081).