Request Approval Page
Use this page to process the approval of selected requests. Once you search for and list the requests you want to process, you can:
- Approve or deny all line items for a single request.
- Approve or deny all line items for all requests listed.
- Display the Request Approval Detail page for processing the approval of individual line items in a selected request. For details, refer to Request Approval Detail Page.
Menu Path: Warehouse Inventory > Entry & Processing > Warehouse Inventory > Approve Requests
Action Bar Items
The following items display on the Request Approval page's Action Bar after you search for and list requests with open line items:
Approve | Approves all line items for a selected request. |
Deny | Denies all line items for a selected request. |
Approve All | Approves all line items for all listed requests. |
Deny All | Denies all line items for all listed requests. |
Clear | Cancels all approval actions for a selected request, changing its Status field, as well as the Status fields of all its line items back to Open. |
Finish | Completes all approval actions taken for the listed requests. This includes approvals for individual line items processed in the Request Approval Detail page. |
Important
This item must be selected to save your approval actions. Otherwise, the status of the requests you processed will remain unchanged.
Status Indicators and Codes
Applying an approval action to a request or a line item stored in a request changes the code in the request's Status fields and also assigns an indicator to the untitled field to the left of the Status field. Following is a list of the indicators and codes that display in these fields in the Request Approval page's List section:
Status Indicator | Status Code | Description |
|---|---|---|
(blank) | Open | Indicates the request and its line items are awaiting approval. |
Check | Approved | Indicates the request and all its line items are approved. |
X | Denied | Indicates the request and all its line items are denied. |
Search icon | Review Detail | Indicates that the request's line items have different status codes. For example, a request could have one line item that is Open and another that is Approved. |
Processing requests in the Request Approval page
- Select Warehouse Inventory > Entry & Processing > Warehouse Inventory > Approve Requests to display the Request Approval page.
- In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
- In the List section, select a request, and then click an Action Bar item to process it. For descriptions of the actions you can apply, refer to the Action Bar Items section above.
- Review the Status fields of the listed requests.
- You can cancel your actions in one of the following ways:
- To cancel the action for an individual request, select the request, and then click Clear. This returns the request's status to Open.
- To cancel all actions, click Back (provided you have not clicked Finish). This clears the requests in the List section and returns you to the Search Criteria section.
- To save your actions and return to the Search Criteria section, click Finish on the Action Bar.
- If you deny a line item in error, use the Update Request page's Delete Item to delete the line item, then reenter it using Add New.
- You cannot delete a line item once it is approved. However, you can use the Purge Requests option to delete the entire request after you fill the other line items.