The sales orders recorded in the Sales and Distribution module can be approved one by one or collectively. To approve the sales orders in batch, Batch Order Approval option located in the Operations menu of the Sales and Distribution module is used.
The criteria and conditions to be valid for the batch order approval operation are determined at "Parameters" tab of AR/AP cards. By using the options under Order Approval Criteria heading at Parameters page, the users can specify the criteria that will be valid for the batch approval operation.
These criteria can also be reached from Batch Order Approval Filters window. Besides the criteria selected at AR/AP card, the user can also use the criteria determined at batch order approval filters window. This selection is made at "Criteria to be Checked" filter line of batch order approval filters.
The sales orders to be approved in batch and other variables are specified in the Batch Order Approval filter window. The filter options are as follows:
Filter | Value |
|---|---|
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
AR/AP Aux. Code 1-5 | Group / Range |
Order Date | Start / End |
Order No. | Group / Range |
Aux. Code | Group / Range |
Auth. Code | Group / Range |
Document No | Group / Range |
Approval Info | Proposal / Undeliverable / Deliverable |
Division | Defined divisions |
Department | Defined departments |
Plant | Defined plants |
Warehouse | Defined warehouses |
Non-confirmed orders approval info | Proposal / Undeliverable |
Criteria To Be Checked | Read From AR/AP / Read From Filter |
Order Approval Criteria | Risk / Due Date / Aging / Priority |
Aging Day Number | Data entry |
Reserve Order That is Approved By Priority | Yes / No |
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If" Read From AR/AP" option is selected, the selected criteria at AR/AP card's Parameters tab will be valid for the batch approval operation.
If "Will Be Read From Filter" is selected, the approval will be done according to the criteria determined at "Order Approval Criteria" filter line.
Order Approval Criteria: The criteria that will be valid when approving the orders collectively are specified at Order Approval Criteria filter line. The filter line contains the following options.
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If the approval criterion is selected as "Aging", the number of days to be valid for the aging is determined at "Aging Day Number" filter line.
At the end of the batch approval operation, the orders which do not match to the specified criteria are not delivered or changed into "Proposal" status. The orders, match to the criteria, are changed into the "Deliverable" status.
Non-Confirmed Orders Approval Info: The status changes of the orders that do not match to the specified criteria are determined at this filter line. Delivered orders' statuses cannot be changed as "Proposal". If non-confirming order status is selected as "Proposal", at the end of the approval, the deliverable order statuses cannot be changed into "Proposal" again.
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