Change Orders for Approval Page

Use this page to view change orders selected in the Change Order Approval page.
In the Change Orders for Approval page, you can:

Approve or deny all line items for a single change order.
Approve or deny all line items for all change orders listed.
Display the Change Order Approval detail page for a listed change order.
Generate the Change Order Approval report for all listed change orders that you approved or denied or that are in Review Detail status.

Menu Path: Purchasing > Entry & Processing > Change Order Processing > Approve/Deny Change Orders > enter criteria, and then click OK to search for and display change orders

Action Bar Items

The following items display on the Action Bar of the Change Orders for Approval page:

Approve	Approves all line items at your approval group or account approval level for the change order selected. This changes the order's Status field to Approved.
Deny	Denies all line items fat your approval group or account approval level for the change order selected. This changes the order's Status field to Denied. A window displays for entering the reason for denying the order.
Approve All	Approves all line items at your approval group or account approval level for the change orders displayed. This changes the orders' Status fields to Approved.
Deny All	Denies all line items at your approval group or account approval level for the change orders displayed. This changes the orders' Status fields to Denied. A window displays for entering the reason for denying the orders.
Needs Correction	Flags a selected change order for additional action outside of the approval process. This changes the order's Status field to Needs Correction. A window displays for entering the reason for requesting the correction.
Clear	Cancels the approval action for a selected change order. This restores the order's Status field to Open.

Change Order Reports

As the final steps in the approval procedure, the system generates two reports:

Change Order Approval Report - Shows the approval actions taken for the listed change orders.

Mass Post Change Orders Report - Shows the change orders that posted to Fund Accounting and includes error messages indicating why certain change orders did not post.

Following are the steps for processing change orders in the Change Orders for Approval page:

Searching for and displaying change orders

Select Purchasing > Entry & Processing > Change Order Processing > Approve/Deny Change Orders to display the Change Approval selection page.
Enter selection criteria identifying the change orders to list.
Click OK.

The Change Orders for Approval page displays change orders that match your criteria and meet the following conditions:

You must be eligible to approve or deny at least one of the open line items in the change order.
You or others on your approval level have not yet approved or denied all of the change order's items.

Approving, denying, and flagging change orders for correction

Display the Change Orders for Approval page with a list of change orders by completing the above procedure.
To process the orders displayed, click one of the following:
- Approve All - to change the status of all change orders to Approved.
- Deny All - to change the status of all change orders to Denied.
To process selected orders, first select the orders as follows:
- Select an individual order by clicking it.
- Select a range of orders by Shift+clicking the first and last orders in the range.
- Select multiple orders by Ctrl+clicking each order.
Then click one of the following actions:
- Approve - to approve all orders selected.
- Deny - to deny all orders selected.
- Needs Correction - to flag the selected orders for additional action.
- Clear - to restore the status of the selected orders to Open.
If you selected Needs Correction in Step 3, a window displays for entering a required comment (up 750 characters). This comment will be applied to each line item in the selected change orders.
Click OK.
In the first Print window, specify how you want to generate the Change Order Approval report, and then click OK. The report's default file name is chgappr.rpt.
In the second Print window, specify how you want to generate the Mass Post Change Orders report, and then click OK. The report's default file name is postchgs.rpt.

Important

If you click Back in Step 5 instead of OK, you will exit the Change Orders for Approval page, and your entries will not be saved.