The sales orders recorded in the Sales and Distribution section 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 section 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:
Filter |
Value |
AR/AP Code |
Group / Range |
AR/AP Title |
Group / Range |
AR/AP Aux. Code |
Group / Range |
Order Date |
Start / End |
Order No. |
Group / Range |
Order Aux. Code |
Group / Range |
Order 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-Confirming Order Status |
Proposal / Undeliverable |
Criteria to be Checked |
Will Be Read From AR/AP / Will Be Read From Filter |
Order Approval Criteria |
Risk / Due Date / Aging |
Aging Day Number |
Data entry |
Status |
User defined order statuses |
New Status of Approved Orders |
User defined order statuses |
New Status of Unapproved Orders |
User defined order statuses |
Criteria to be Checked: 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. This filter line contains the following options.
- Will Be Read From AR/AP
- Will Be Read From Filter
If" Will Be 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.
- Risk
- Due Date
- Aging
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-Confirming Order Status: 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.
Status / New Status of Approved Orders / New Status of Unapproved Orders: The Approved orders' statuses, which are defined in Sales Orders Statuses window located under Definitions menu of Administration section, are listed in these filter lines. These options are displayed in batch order approval filter window in case there are recorded user defined sales order statuses.
The orders belonging to selected status in Status filter line are subjected to batch approval operation. Approved orders' new status are listed in following filter line; when unapproved orders' (for any reason) statuses are listed in New Status of Unapproved Orders filter line.
After the conditions are set at filter lines, the "OK" button is clicked and "Batch Order Approval" operation is started. Approved slips are tracked by their number and description info.