Approving Request For Price

If a request for price has the status of Pending approval, it must be approved by someone with authorization.

There are 2 ways to approve Request For Price:

  1. Using Request For Price for Approval Report

  2. Using Request For Price Transaction ID

To approve Request For Price using Request For Price for Approval Report:

  1. Go to SEARCHES & REPORTS Menu > Sales (Sidebar Menu) > Request For Price > Request For Price for Approval

    Approve button

  2. Enter the desired date on the As of field

    Approve button

  3. Click the search button with blue icon located at the right side prior to generate excel button.

    Reason

  4. All request for price transactions awaiting approval prior to and including the date specified on the As of field will be displayed.

  5. User can easily navigate to the transaction by hovering the cursor on the Request For Price Link, right-clicking the mouse, and selecting, “open link in new tab”.

    Reason

  6. Selected transaction will be opened in new tab. Buttons are located at the upper left corner of the transaction. Authorized user can approve, reject, or void the transaction.

    Reason

  7. 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

  8. Status of the request for price is changed based on the selected button of the approver.

The other way to approve the Request For Price is by using the Transaction ID (Request For Price ID).

  1. Go to SALES Menu ->Request For Price (Sidebar Menu) -> Trade. Search for a Pending Approval transaction. For any information, Click Searching & reading an existing request for price record.

    Approve button

  2. Selected transaction will be displayed, and action buttons are located at the upper left corner of the transaction. Authorized user can approve, reject, or void the transaction.

    Approve button