Approving Order Fulfillment

Most business process in Order Fulfillment prefers not to have an approval process as it may cause delays in completing the customer's order. If an approval process is required, please see the steps outlined below.

To approve an Order Fulfillment is by using the Transaction ID (Order Fulfillment ID):

  1. Go to Sales Menu -> Order Fulfillment (Sidebar Menu) -> Search for a transaction. For more information, Click Searching & Reading an existing Order Fulfillment record.

  2. After searching for the transaction, authorized user can approve, reject, or void the transaction.

    Approve button

  3. After the user clicks the selected button, status update reason dialog window will appear, allowing the user to provide an explanation for rejecting and voiding the transaction. Following the explanation, the user must click the “Save” button. Furthermore, this is optional if the user approves the transaction.

    Reason

  4. If the approver chose to approve the transaction, status of the reference ID (Sales Order or Intercompany Sales Order or Sample Issuance) is changed.