Wiki source code of 4 Approvals
Last modified by Admin User on 2023/06/30 10:27
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| author | version | line-number | content |
|---|---|---|---|
| 1 | Clicking 'Approvals' from the Main Menu will open the Approvals screen which displays a summary table of the documents sent to you for review and approval. The number of outstanding documents is listed by type. | ||
| 2 | |||
| 3 | PECOS P2P Mobile allows you to approve Requisitions, Orders and Change Orders. | ||
| 4 | |||
| 5 | Tap one of the document types to open a detailed list. | ||
| 6 | |||
| 7 | [[image:WebHome@Approvals5.png||height="80%" width="80%"]] | ||
| 8 | |||
| 9 | From the approvals list, tap the document you wish to approve or reject. | ||
| 10 | |||
| 11 | The selected document will open in a detail screen for review. | ||
| 12 | |||
| 13 | [[image:WebHome@Approvals8.png||height="80%" width="80%"]] | ||
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| 15 | The approval screen requires you to scroll through the document detail. The information available is very similar to that which is provided in PECOS P2P and contains: | ||
| 16 | |||
| 17 | * **Document Header** - providing summary requisition level details, including the name of the person placing the order. | ||
| 18 | * **Accounting Summary** - providing summary accounting information for the whole document by individual account code combination. | ||
| 19 | * **Order Header** - providing summary order level details for each order, including the name of the supplier and order totals. If the document being approved is a requisition, there may be more than one order section. | ||
| 20 | * **Additional Order Information** - where provided, extended order fields for each order. | ||
| 21 | * **Line Items** - detail of each line for each order, including item description, quantity and price. | ||
| 22 | * **Additional Line Information** - where provided, extended line fields for each item within an order. | ||
| 23 | * **Delivery Address** - provides the delivery address for each order. | ||
| 24 | |||
| 25 | It is not possible to edit using PECOS P2P Mobile: select either **Approve** or **Reject** at the bottom of the page. | ||
| 26 | |||
| 27 | You are able to enter **comments** if you wish (note that you must enter a comment if you reject the document). Comments are added to the PECOS P2P audit trail in the normal way. |