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When a document (a quote, an order, a blanket order, an invoice, a return order, or a credit memo) that you have created needs to be approved by someone in your organization, you send an Approval Request. Based on how the system is set up, the request will go to the appropriate approver.
On the relevant document, click Functions, Send Approval Request.
The program updates the status for the approval entry from Created to Open. The document's status is updated from Open to Pending Approval. In the Pending Approval status, the document is locked until all approvers have approved the document.
Based on the approval workflow set up in the system, the program identifies the approvers and the sequence in which they receive the documents for approval. It then creates an entry in the Approval Request Entries window for each document awaiting approval. If you want, you can set up the program to send an e-mail to the approver, notifying them that a document is awaiting their approval.
To see all your approval requests, open the Approval Request Entries window.
To see the specific document you sent for approval, select the document in the Approval Entries window, click Show, and then select Document.