**Purchase Orders Approval Process**


====== Through Web Client ======

[[start:procurement_inventory:purchase_order_approval:view_approve_pending_document|View approve pending document - with Quotation Evaluation]]

In order to view approval pending entries user required to click on Approval link on top menu,

{{ :start:3.1_web-approval-link.jpg?direct&500 |}}


After clicking the above link will see below screen,

{{ :start:5.approval-process.jpg?direct&600 |}}


From above page users can perform below actions

  * Approval Request Entries
  * Approval Entries

===== Approval Request Entries =====


Shows details of entries created for the documents you have sent for approval. For example, you can see who requested the document to be approved, when it was sent, when it is due to be approved, and so on.
You can see a copy of the document if you click Show and then select Document.
You can also delegate the Open approval entries to the current approver’s substitute by selecting the document(s) and then clicking Delegate.
You cannot edit any of the fields in the window.

===== Approval Entries =====

From this page users can perform below action,

  * [[start:procurement_inventory:purchase_order_approval:view_approve_pending_document|View approve pending document - with Quotation Evaluation]]
  * Approve 
  * Rejection 
  * Delegation

Shows details of the approval entries. It shows a list of the documents that are waiting to be approved. For example, you can see who requested the document to be approved, when it was sent, when it is due to be approved, and so on.

You can also see a copy of the document if you click Show and then select Document.You can either approve or reject a document in the list by selecting the document(s) and then clicking either Approve or Reject. You can also delegate the approval to your substitute by selecting the document(s) and then clicking Delegate.

If you opened the window from a document such as a purchase order or a sales invoice, you can see the list of approval entries for the document, but you can only delegate approval entries that have the status Open from this window.

All overdue entries are shown in bold type.


====== Through Windows Client ======


==== How to: Approve Documents ====

When a document, such as a quote, order, blanket order, invoice, return order, or credit memo, has been submitted for approval, Microsoft Dynamics NAV 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.

If you determine that the document must be Changed or Rejected, you can also change the status from this window.
When the source document has been approved, Microsoft Dynamics NAV updates the status for the approval entry from Open to Approved. There are two paths for document approval notation: Document Status and Approval Entry Status. 

==== How to: Reject Documents ====

If a document (a quote, an order, a blanket order, an invoice, a return order or a credit memo) that is sent to you for approval does not meet the criteria for approval, you can reject the document.

**To reject a document**

  * In the Search box, enter Approval Entries, and then choose the related link.
  * Select the document you want to reject and choose Reject. If you have set it up, the Approval Comment Sheet window opens.
  * You can enter a comment in the Comments window explaining why you have rejected the document. The comment is stored in the Approval Entry lines for the approval requester to see.

When the source document has been rejected, Microsoft Dynamics NAV updates the status for the approval entry from Created to Rejected. If the document has been set up to require more than one approver, then, if just one approver rejects the document, the document's status is updated from Pending Approval to Open. The document creator can modify the document and then request approval again.