1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Approving Sales Orders

Approving Sales Orders

If a sales order is Pending Approval, it needs to be approved by someone with the right permissions before NetSuite can process it.

If you have a Web store or use online ordering, you can easily approve sale orders that arrive through your website.

To approve a sales order:

  1. Go to Opportunities > Transactions > Approve Sales Orders.

    You'll see a list of orders at the bottom of the page.

  2. In the Supervisor field, select a name to filter the sales order list by supervisor.

    Clear this field to see all sales orders pending approval.

  3. Check the box in the Approve column for each sales order you want to approve.

  4. In the Date field, select the date range for the transactions you want to show in the list. The date range you select is shown in the From and To fields. If you enter a different range, the Date field shows Custom.

  5. To approve a specific order, enter an order number in the Select Order number field, or scan the bar code.

    The Security Match column checks the credit card for:

    • Address Verification Service (AVS) street address match

    • Address Verification Service (AVS) postal zip code match

    • 3- or 4-digit Card Security Code match

    The Amount field shows the total amount of orders you've checked for approval.

  6. Click Submit.

Now you can process your sales orders and turn them into cash sales or invoices. To do this, go to Transactions > Sales > Fulfill Orders (Administrator).

Resetting Approval Status

You can reset the status of an order that is approved and pending fulfillment to Pending Approval. If you have permission to approve and edit sales orders, the Status field appears when you edit an unfulfilled sales order. When a sales order is partially fulfilled, the status can't be changed back to Pending Approval. For more information about setting permissions, see Approval Routing.

To reset approval status:

  1. In the Status field, select Pending Approval.

  2. Click Save.

To edit an existing sales order, go to Opportunities > Transactions > Sales Orders and click Edit next to the order.

Requiring Re-approval

You can also require re-approval when someone edits a sales order that was previously approved. However, partially fulfilled sales orders are not affected by this preference. When a sales order is partially fulfilled, the status can't be changed back to pending approval.

To require re-approval of an edited sales order:

  1. Go to Setup > Accounting > Preferences > Accounting Preferences (Administrator).

  2. On the Order Management subtab, check the Require Re-approval on Edit of Sales Order box and click Save.

Related Topics

General Notices