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When a document (a quote, an order, a blanket order, an invoice, a return order, or a credit memo) has been submitted for approval, the program sends it to the first approver in the sequence of approvers. As soon as this person has approved the document, it is automatically sent to the next approver, and so on, until all approvers have approved the document.
If you have been set up as an approver of specific documents, you can see a list of the documents sent to you for approval in the Approval Entries window.
Open the 
Approval Entries
window.
Select the document you want to approve.
Click Approve.
If you determine that the document must be changed or rejected, you can change the status from this window as well.
When the source document has been approved, the program updates the status for the approval entry from Open to Approved. Note there are two paths for document approval notation: Document Status; Approval Entry Status. They compare as shown in the following table:
|
Document Status |
Approval Entry Status |
|
Open |
Created |
|
Pending Approval |
Open |
|
Released |
Approved |
If you have set up the document to require more than one approver, the Document Status for the document will remain as Pending Approval until all the approvers have approved the document. When all approvers have approved the document, the document's status is Released.
Concurrently with the status change, when a document has been entered by, for example, the order processing department, the Approval Entry Status is Created. Once the order processor requests approval of the document, the Approval Entry Status changes to Open, and remains Open until all of the approvers have approved the document. At that time, the Approval Entry Status changes to Approved.
To see the document before you approve it, select the document in the Approval Entries window, click Show, and then select Document.
You can set up the program to send an e-mail notification to each approver, notifying them that the approval process for this document has been canceled.