Reviewing Purchase Orders Awaiting Approval Using a Mobile Smartphone Application (M43083)
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 screen.
The order counts fields list the number of orders awaiting approval for each order type.
Tap any of the order counts fields 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 right of the screen.
- Branch Plant
To add a branch plant to your search criteria, you can use the dropdown menu to search for the branch plant.
- Originator
To add the originator of the purchase order to your search criteria, you can use the dropdown menu to search for the address book number of the originator.
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 that you specified, and to enter new filter values, tap the Clear button.
To review details about an order, tap the order. In the Details screen, 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 information available for each of the order lines that are awaiting approval for the purchase order. You might need to swipe down the screen to review all detail lines, depending on the size of the order.
Tap a line in the Order Details screen to review the details of the order line. The system takes you to the Line Detail screen.
In the Line Detail screen, you can review line-specific information. The data that is displayed depends on what data is available in the EnterpriseOne database. To enter a remark about the selected line, tap the Remark field and complete the field. You can enter up to 30 alphanumeric characters. This field is optional. To save the remark, tap the Save button at the top right of the screen.
To go back to the Order Details screen, tap the Order button at the top left of the screen.
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).